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  • Writer's pictureLyle Greig

Introducing Living Financial Advice

Updated: May 29, 2021

When we decided to change licensees it felt like the right time to refresh our brand identity. Our team is growing and we're looking to add more services to our offer. A name change signifies the evolution of our business and is our way to share our vision for how we help people manage their money through life.

You see, to us. Financial Advice isn't a one-off thing. You need it all through life as you navigate financial decisions at every turn. Especially during those key times when it really counts to get it right. Like saving for a house, exploring options to invest your money and understanding what you need to do to get ready for retirement.

When you work with us, we're your money coach and mentor through life - it's not a set and forget thing. Your financial strategy lives and breathes with you. We can be there every step of the way. Our new name - Living Financial Advice - helping you make good financial decisions through life - really represents who we are and what we stand for. While we were at it, we thought we'd revisit our values and how it will shape our business.

Living Financial Advice Values - Our promise to you

Everyone in our team is here to support you reach your financial goals. This is how we deliver on that promise.

We do the right thing

-we'll explain things, so you understand -transparent on fees -act in your best interests (always). We help our clients thrive

Our job is to look for ways to improve your current financial position. Exploring opportunities for growth that help you live the life you want today and tomorrow.

We tell it like it is

Everyone has their own starting point and sometimes that can be confronting. We navigate those tricky conversations with you and are known to drop a truth bomb or two. All delivered with care and empathy. We keep up with the times

Although we have over 15 years of experience providing advice we don't rest on our laurels. We're always learning and seek ways to make things better for you.

We keep on top of the latest investment opportunities, strategies, and legislation so you don't have to. We’re human too We understand that life doesn't always go to plan, so there's no judgement here. Advice is given with a hefty dose of empathy and focuses on how you can improve your current situation.

Relationships matter

We help with one-off advice solutions, but the real magic happens when we get to know you better. Genuinely caring for your financial wellbeing and being a mentor and sounding board for key financial decisions.

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