We're Money Worriers, we worry about people's money so they don't have to!


We specialise in clients over 45 years old and enjoy solving more complex financial planning challenges.  Our clients understand the value of good advice and appreciate the benefits of our completely independent financial planning model. 



Our mission is to improve the quality of life for those who seek financial planning advice, and commit to working with us.  We aim to be our clients' trusted financial adviser, to offer them a sounding board for their ideas, to challenge them to achieve their goals, to support them through difficult times, and to celebrate with them.

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A Meaningful Positive Difference

Many people struggle to define what good financial advice is.  We put our minds to this many years ago so we could be sure we knew exactly what good financial advice looked like.  As a result we are very clear: Good financial advice makes a meaningful positive difference in the lives of our clients.

Everything we do is based on this principle.  Every decision, every recommendation, every conversation is focused on making a meaningful positive difference for our clients.  This singular focus is what keeps our clients coming back year after year, and sending their family and friends to us for advice.