HELPING clients ACHIEVE MORE with Certainty
Jo & David – “The Certainty Advice model The Planning Room uses is really thorough – you feel a really strong sense that they care about your outcomes and want to make sure that they know intricately what you’re interested in achieving.”
Kylie & Mark – “I found the approach completely different because it wasn’t just looking at one aspect of your furture (insurance, etc.). This was a whole approach and it’s made a huge difference. You need someone like Dieter and Travis, at Monument Advisory, to help you find your way.”
Frank & Craig – “Working with Stirling Financial Consulting has definitely helped us lay the foundations for what we need to work to to get our future in order, short-term and long-term.”
Bernadette & Eric – “Over the last four years FinBiz has helped us transform our original market stall into a thriving 100-seat restaurant with 24 staff. They have been invaluable.”
Donna – “Before Monument I was organised, but I just wasn’t getting around to do what I know needed to get done…”
Katie & Tim – “Acquira has been amazing for our personal development – not just about creating finances, it truly is a complete outcome of wealth”
Liz & Steve – “Before Hywood taking on a financial adviser to manage our finances was probably the riskiest decision I had to make…”
Aaron – “I wasn’t good with money, I was doing what ever I wanted. Bravium isn’t just about what to do with my money, it’s about what I need to do to make my end goal”
The team at Bravium has empowered our clients to take control of their financial lives in ways that are truly in their best interests
It’s about taking a client as you find them, not trying to push a product. Relief best describes our client’s feelings re working with Monument.
There is too much misunderstanding what clients are paying for. The value of Reine‘s flat fee is clear regardless of the type of advice he provides.
Stephen – “Before FinBiz my financial life was disorganised. The FinBiz approach is different, they dig deeper, their sole aim is getting us to our ‘end game’…
Lindsay & Zak – “We didn’t want to go to someone who had a bias and may not sell us what was in our best interests – that’s why we engaged Bravium“.
No Surprises
Comprehensive Advice that aims to remove any financial worry or surprise allowing you to focus on the significant things in your life
No Conflicts
Valuable financial advice is different to product advice – it has to be without any real or perceived conflict that could influence the advice
Transparent pricing
Certainty Advisers price in dollars and receive no other incentive that could influence their advice.
Get in touch
Email us for more information, we’ll get back to you asap