We are purposely very different to your typical financial adviser.
New clients often assume a financial advisor’s job is to choose investments. Whilst this forms part of our overall offering we also provide our clients with much, much more.
We call this proper financial planning, and it involves building a plan that will help you live the best version of your life.
Everything we do is carefully designed to identify and understand what is important to you and see which obstacles, if any, might get in the way.
What’s your money for?
We believe that simply having money shouldn’t be an aim in itself. Instead it’s what it does for you that makes proper financial planning so powerful.
Financial planning is much more than just organising your money and getting you good investment returns (it does this too), it also gives you a clear understanding of:
- where you are today
- what you want to do in the future, and
- what needs done to get you there.
Having done this for a long time we know that you feeling secure is an emotion and much more than just a number.
We will be with you on a journey that will take you through several stages as we start to understand you, your current concerns and future aspirations.
As we work together, you can expect to feel an increasing sense of clarity and purpose about what’s important to you and what you want to achieve. You will also begin to feel a sense of relief as your financial plan takes shape and your worries fade away.
When done well proper financial planning can be truly life changing. It will leave you feeling secure and confident about your future meaning that you can spend more time doing the things you really enjoy, and with the people that are important to you.
We call this ‘BettrPlanning for a BettrLife’
Every Brett Investment planning client has a comprehensive financial plan in which the projected outcomes are agreed and stress tested using reasonable assumptions around future inflation and investment returns.
Your ‘BettrLife Plan’ helps answer “what is your money for?” and creates the context for all your future financial decisions. It is fuelled by a low-cost, evidence-based investment philosophy and backed by a lifelong collaborative partnership with us – where we act as your coach and ‘critical friend’ to help manage the challenges ahead and ensure that you stick with your plan no matter what the world throws at you.
Getting Better
Brett Investment – along with a handful of other like-minded independent lifestyle financial planners – has set up the Trusted Adviser Group (TAG). As TAG members we meet twice yearly to share investment information and discuss business strategy.
“Today, many financial services providers offer fee-based services. But TAG member firms are in a class by themselves. As strong believers in wealth management, lifestyle financial planning and an evidence-based asset management, we want to spread the word about how this approach will maximise the chances of you successfully achieving your financial goals.”