The Essential Experience

When it comes to our finances, we all want the same thing – to enjoy a comfortable, uncomplicated lifestyle right now and to achieve a secure future. That’s where the services of a financial planner can help. No one knows what you want better than you do, so we make sure you’re involved in every step of the journey.

Education

It’s hard to stick to a financial plan if you don’t understand why it works. We set you up for long-term success by explaining key concepts in a way that makes sense to you.

Bespoke to you

There’s no such thing as a one-size-fits-all solution when it comes to your financial needs. Don’t be pushed into a product that doesn’t work for you – we put all your options in front of you so you can make decisions with confidence.

Well Informed

It all comes together in a clear, effective plan that you can feel confident about. By keeping you informed about what we’re doing and how it works, we make sure you’re getting the advice you really need.

At different stages of your life your personal goals and your financial situation may change. Consider getting in touch if you or a loved one are at one of the following life stages.

• Getting married

• Starting a family

• Receive a promotion

• Inherit some money

• Make your final mortgage repayment

• Experience redundancy

• Separate from your partner

• Planning to retire

What our clients say

Throughout the entire income protection process, Peter and Jennifer have provided us with support, assistance and advice of the highest professional standard. From the initial purchase of the income protection, to queries about our eligibility for regular income protection in the setting on an unforeseen illness, to the arrangements of the monthly income protection payments, we have always felt in control, with no confusion or fear of the unknown, due to the knowledge that Peter and Jennifer were there to provide very timely assistance, should it be requested.

Thank you very much for all your help, especially in what was and is a very challenging and demanding time for us.

Jennifer

We first met Peter in 2000, when we were in our late 30’s with school age children. Peter analysed our finances, financial goals and personal insurances and made recommendations. 10 years later, we were sitting in a surgeon’s office after I was diagnosed with breast cancer, discussing surgery and treatment options, when trauma insurance was mentioned.

We contacted Peter to advise him, who then initiated the claim on our behalf and was in regular contact as it progressed. The insurance payout meant that I was able to take extended time off work and concentrate on becoming well without the worry of financial pressures. Having a cancer diagnosis is a very traumatic experience; however we are grateful for the financial security that we were offered.

Carolyn & Gregory

I feel a sense of security staying with you.

Jackie

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Throughout the entire income protection process, Peter and Jennifer have provided us with support, assistance and advice of the highest professional standard. From the initial purchase of the income protection, to queries about our eligibility for regular income protection in the setting on an unforeseen illness, to the arrangements of the monthly income protection payments, we have always felt in control, with no confusion or fear of the unknown, due to the knowledge that Peter and Jennifer were there to provide very timely assistance, should it be requested.

Thank you very much for all your help, especially in what was and is a very challenging and demanding time for us.

Jennifer

We first met Peter in 2000, when we were in our late 30’s with school age children. Peter analysed our finances, financial goals and personal insurances and made recommendations. 10 years later, we were sitting in a surgeon’s office after I was diagnosed with breast cancer, discussing surgery and treatment options, when trauma insurance was mentioned.

We contacted Peter to advise him, who then initiated the claim on our behalf and was in regular contact as it progressed. The insurance payout meant that I was able to take extended time off work and concentrate on becoming well without the worry of financial pressures. Having a cancer diagnosis is a very traumatic experience; however we are grateful for the financial security that we were offered.

Carolyn & Gregory

I feel a sense of security staying with you.

Jackie

Previous Next

It is essential to plan your tomorrow today

The Essential Experience

Education

Bespoke to you

Well Informed

We’re self licensed

Essential trigger points

Read more about our services

What our clients say

Looking for a home loan? We can help. Click here to visit Essential Money.

Looking for a home loan? We can help. Click here to visit Essential Money.