We take an educational approach to Financial Planning, focusing on your best interests throughout the process. It all begins with getting to know you and your goals. From there, we conduct thorough research to determine where we can add the most value to your life.
We then present our recommendations, empowering you to make informed decisions about your financial future. Finally, we assist in implementing these strategies and continue to track your progress over time.
Alex Lagerwey
Director & Senior Financial Adviser
Grad Dip FP
'Life is best when you're learning or have something to look forward to'
'Life rewards effort'
Alex has over 35 years' experience in Financial Services. This lived experience has developed a depth and breadth of knowledge that has seen product evolution, market ups and downs, interest rate changes, rules changes and technological advancement.
We believe in an educational approach to Financial Planning, with our client's best interest being the focus of our advice.
