Contact

Get in touch

contact

Get in touch

Complex, multi-faceted financial decisions are tough to tackle at the best of times.

You might be in the process of transitioning out of a leadership role in your family business, or you may have a friend or colleague who’s looking at taking the next step of their retirement and wondering how to get the most out of their assets.

Whether you’re an existing client of ours and you’re considering referring a friend or family member, or you’ve been referred to us by a one of our current clients, our Independent Opinion Service helps you navigate the complexities of managing your wealth.

Complex, multi-faceted financial decisions are tough to tackle at the best of times.

You might be in the process of transitioning out of a leadership role in your family business, or you may have a friend or colleague who’s looking at taking the next step of their retirement and wondering how to get the most out of their assets.

Whether you’re an existing client of ours and you’re considering referring a friend or family member, or you’ve been referred to us by a one of our current clients, our Independent Opinion Service helps you navigate the complexities of managing your wealth.

New clients

Schedule a 15-minute phone call with us and we’ll be in touch to discuss your financial situation, where we’ll get to understand more about how we can add value to you and your family, and address any questions you might have.

During our conversation, we will give you an indication of timelines in which we can commence our engagement together. Please note that there may be extended wait times to commence our engagement, as we work to provide the best possible service to our existing clients.

Existing clients

If you’re an existing client of ours, and you think a friend or family member could benefit from the same independent advice and support we offer, click here to introduce us to them. An email will be sent to us from you, indicating that you would like to discuss this introduction with us.

PODCAST

Whether you have significant financial resources and question the meaning of success, or you’re wondering whether being that little bit wealthier will make you happier, this is the podcast for you. The It’s Never About Money site is also a hub for money related blogs and education.

LISTEN TO THE PODCAST ON

Joe & James’ professional practice is to be admired. They are always there for his clients when needed. They freely pass on their expert knowledge without hard product selling techniques

DR. ELSPETH MCKAY

Professor

Clear, timely and direct responses in all areas of communications are outstanding. Meetings are planned and run efficiently to deliver on all our expectations. The firm’s values align to our own so that trust is readily established.

MR JOHN AND DR KIM WATTY

Self funded retirees

Joe & James’ professional practice is to be admired. They are always there for his clients when needed. They freely pass on their expert knowledge without hard product selling techniques

DR. ELSPETH MCKAY

Professor

Clear, timely and direct responses in all areas of communications are outstanding. Meetings are planned and run efficiently to deliver on all our expectations. The firm’s values align to our own so that trust is readily established.

MR JOHN AND DR KIM WATTY

Self funded retirees