• We take the time - to understand your unique aspirations, values and concerns
  • We are a boutique – a maximum of 80 clients ensures personal service
  • We have your best interests at heart – we research multiple product providers to find the best solution for you.
  • We have extensive experience & technical expertise
  • We form long-term partnerships with our clients
  • We care

"Marisa combines all these elements into an integrated financial plan that ensures your financial security and success."

Our

Services

Check out our services page to discover all the ways we can help you achieve your financial goals.
(New and current clients).

5 Minute Financial Health Check

Take our ‘5 Minute Financial Health Check’ for a quick guide to your current financial condition.
(New and current clients).

About You

Questionnaire

Complete our ‘About You Questionnaire’ to help provide insight into your current financial position.
(New clients).

Changes

Questionnaire

Complete our ‘Changes Questionnaire’ to let us know of any changes in your life that should be considered in your existing Financial Plan.