We’re passionate about working with you to create your best life
We deliberately created Life Matters as a boutique business that turns traditional financial advice on its head. We believe our role as a leading financial planning firm is to empower you to make great decisions. We will gently challenge your thinking along the way, and be as involved as you would like us to be on the journey to achieving your aspirations. We offer a service that is specific to you, your needs and concerns.
This hands-on style leads to a close relationship with a limited number of families. We understand that our approach is not for everyone, but we prefer to work with a select group who value what we do.
We’ll help you work out your aspirations, create a plan to achieve them and work alongside you to help you get there.
We’ll work with you to understand your risk appetite and create an investment solution to achieve your goals.
Tax and estate planning
We’ll help you to have a tax-efficient strategy for your income and investments now. Then we’ll work with you to ensure your wealth benefits your loved ones rather than the tax man.