Our Philosophy
After working as a financial planner for over ten years, our founder Virginia Dowd was concerned that many Australians were underfunded for retirement. What’s more, they didn’t have access to the advice and education they needed to turn around their finances. She made it her mission to help guide the average Australian to a brighter future by changing the way financial advice and education were delivered.
- Financial advice should be affordable
As well as offering full financial planning, we help you solve smaller financial challenges as they arise e.g. how to choose a super fund, how to set up salary sacrificing, etc.
- Financial advice should be accessible
As well as offering face-to-face meetings, we can give you advice and coaching over the phone & internet.
- Financial advice should be personal and specific to you
We don’t take commissions on the products we recommend.
- Financial advisors should empower
We provide not just advice but ongoing education.
- Financial education should inspire
Our online education material is accessible, relevant & engaging.
- Australians should take charge of their financial futures
We provide online tools to help you set your goals, track your progress, and make the most of your retirement savings.