Philosophy

Be Safe. Be Successful

We believe there are 6 key elements to achieving Financial Success,
represented by the six sides of The Financial CUBE.

We know that everyone will have their own definition of what Success means to them, however,
all six elements will be present throughout your financial life – and, they’re all related.

At times you’ll have different financial priorities, which is natural, but, what we’ve found is that if we focus on
one side of The CUBE only,  without knowing the full picture, an opportunity can be missed, or worse, cause an unintended negative impact in another area.   Good decisions are made in context!

This is why we believe that everyone should have their own Financial Plan.  Not an off the shelf, one-size-fits-all plan, but a true Financial Plan designed specifically for you and encompassing all six key elements.

We see the 6 key Building Blocks represented in The Financial CUBE as

Growing
  1. Your Income and how well you use it.
  2. What future you are designing (Retirement).
  3. How money works (Investment) and what works best for you.
  4. Using Debt wisely to get you where you want, sooner.
Protecting
  1. Having appropriate Cover over the future you are designing, is part of your
    Protection Plan…….ensuring your continued success.
Disposing
  1. When you die, or if you are unable to act for yourself, making sure that what you
    have accumulated is handled fairly and achieves what you want, is your Estate Pan.

 

We believe that your financial future should be addressed by Advisers with specialist knowledge.  Through a strong referral network of professional businesses, who contribute to your financial life, The Financial CUBE can help you coordinate your accounting, legal, lending, Insurance and financial planning requirements, offering a truly holistic approach to your financial needs.

We believe Good decisions are made in context! Be Safe. Be Successful.  Use the Financial CUBE.

Clearly the information on this website does not consider your personal circumstances and is of a general nature only.  You should not act on it without first obtaining professional financial advice specific to your circumstances.  We would like to have that opportunity to discuss your specific circumstances with you to help you create that well balanced future.