Independent Thinking
Working For You.

Insights

Stay informed and on top of your finances with valuable insights, financial news and helpful tips that will bring a fresh inspiration towards growing your wealth.

Why is much of our advice focused on behaviour??

The reason is that it is something we CAN control and it matters – a lot! DALBAR is a quantitative research firm that uses data from the Investment Company Institute (ICI), Standard & Poor’s and Barclays Capital Index Products to compare mutual fund investor returns...

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What can we do for you?

We’d love to be able to “do it all” for our clients and give them everything they hope for. It would be great if we could predict what economies and markets will do, move in and out of investments with perfect timing, foresee which industries and companies will fare...

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Choosing a financial planner

Your financial planner will deal with one of the most personal and sensitive aspects of your life: financial security. As a result, TRUST is at the heart of the financial planning relationship - trust in the planner's competence, integrity and objectivity, and trust...

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Wisdom sold separately

With the exception of the global capitalist revolution itself, the most important development of the last ten years is the internet. As the internal combustion engine was the defining technology at the beginning of this century, surely the web defines the start of the...

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It is our strong belief that to be successful in reaching your goals it is necessary to have a plan in place and to follow a process. That is, to make your life and financial decisions not by accident but by design.

Remember, successful people ACT towards the future they want!

Recent Posts

Federal Budget 2021 update

Monday afternoon the Federal government released its 2021 Federal Budget: A recovery plan for Jobs, Growth and Resilience – outlining its policies to continue the fight against COVID-19 and to...

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One Year Later

On March 20th 2020, the S&P500 index (a main stock market reference to judge the US economy) was down 34% from its previous high reached that February. During that span, we witnessed one of the...

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Our Clients

Their honesty and customer service is right up there, with the knowledge and recommendations on where investments should be made. When it’s time for a change Tim is always honest with us on where any changes should be made.

Janet McDonald

To me, it is their personalized service. When something happens, you can go in and discuss your options. The whole team knows your plans, listens to your needs, and can help you make adjustments.

Richard Dumoulin

They are very courteous, friendly and find them very professional. They are good at taking care of time sensitive matters and you get a general sense of being taken care of.

Ginny Blair

The fact they take time to discuss with you their knowledge base, they give you all the options then give you their opinion and let YOU make the final decision.

Elisabeth 

Their integrity and 1-on-1 communication skills, always personable. Tim and his team make you feel comfortable no matter how much you are investing.

James