We are award winning chartered financial planners, but we are more than that!

 

We are experts in helping people plan for and live in life after work. Our WealthGPS service is specifically designed to deal with the emotional, behavioural and financial challenges that this presents now and in the future.

 

The technology and planning software we use is specifically set up to give you the confidence, comfort and peace of mind to spend your money and time on what's most important.

 

Our learning and reading is centered around the psychological and financial challenges you face.