How we help

Individuals and Families

At Purpose Financial Planning, we want to get to know you, your family, and what’s important to you.

By simplifying your finances and giving you financial peace of mind, we can help you spend more time doing the things that you enjoy. 

That’s our role in a nutshell.  

Benefits of becoming a client of Purpose Financial Planning:

  • A greater understanding of what you have financially and what it means for you in the future.

  • More time to do what you enjoy with the people you love.

  • Peace of mind that your money is working as hard for you as possible.

  • Peace of mind that your finances are as tax-efficient as possible.

  • Peace of mind that your family will be protected if you die or become seriously ill.

It’s good to be honest and upfront, so here are some of the things that you won’t get from us:

  • We won’t use unnecessary industry jargon when speaking with you. Communication will be simple, straightforward and to the point.

  • We won’t invest your money without first understanding your life goals and agreeing on an evidence-based investment strategy. We want you to be comfortable with our suggestions before we enact anything.

  • We don’t invest in ‘fads’ or ‘the next big thing’. Instead, we invest sensibly, cost-effectively, and in the manner that evidence indicates provides the best results.* 

  • We won’t tell you something is a good idea when it clearly isn’t.

    *Past performance is not an indication of future performance. Investment values can go down as well as up and you may receive back less than you initially invested. There is no guarantee of positive performance.

We help individuals and families make the most of their money. Typically this involves their pensions, investments, insurance, and tax planning.

Head on over to our ‘How we work’ section to see what it involves.