What makes us unique?

Creating your Financial Freedom using our expertise, values and dedication.

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    Integrity and Transparency

    Building trust by always doing what is right and explaining it honestly, with clarity and without risk of confusion.

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    Collaboration

    Working with you throughout the planning process, building a relationship and strong mutual understanding to ensure the best outcomes for you.

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    Education and Empowerment

    Providing you with the knowledge and tools to make informed decisions and have full confidence in your planning.

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    Trust and loyalty

    Always acting in the best interest of our clients above all else, fulfilling our Fiduciary Duty to you

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    Long-Term engagement

    Using our holistic financial planning approach to manage short-term distractions, maintain focus on your ultimate objectives and adapt as things change over time.

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    Professionalism

    Our team are incentivised to develop professionally through ongoing qualifications and adopting a “best practice” approach to any work we undertake.  We deliver our service in a timely fashion with discretion, accuracy and confidentiality.

MEET OUR TEAM OF EXPERTS

Why Choose us?

At Four Pillars Financial Planning our team's mission is to empower you to turn your objectives into reality through a comprehensive and strategic life planning approach.

We recognise that each client's financial journey will be unique, shaped by their individual circumstances, specific needs, and long-term aspirations. You can’t start a journey without a destination in mind, or at best you will find yourself getting lost along the way. 

We will help you focus on the destination and define what “success” means to you when you reach it. Once identified, we can plot the route to this success with you. 

As you move along the route we will be on hand to keep you on track, or adapt to any changes, by deploying the resources at your disposal in the most effective way possible for your particular journey. 

 
 

  • A goal without a plan is just a wish. Our Holistic Life Planning approach focuses on identifying and translating your goals into a methodical financial plan. By understanding your aspirations and formulating clearly-defined objectives, we significantly increase the likelihood of turning these goals into reality. A well-structured plan allows for informed decision making, enabling you to make strategic and calculated decisions regarding your finances and lifestyle. It will also be adaptable, because life is not a constant and presuming it will be is almost guaranteed to result in failure.

  • While our financial planners all have the required regulatory qualifications, they also have several decades of experience of working with people like you, finding solutions that work and seeing them through to the intended outcomes. Each financial planner is qualified with in-depth knowledge of retirement, investment and protection planning, tax mitigation and advice strategies as well as estate and generational wealth transfer planning.

    Whether you are still accumulating or enjoying decumulating, we have all worked with clients at every stage of life giving us a wealth of combined in-house experience. Within the practice planners will also have their own individual specialisms developed over the years and will cross-refer between each other where beneficial for a truly holistic experience. Consequently you can benefit from a broad range of experience and expertise to make informed decisions and navigate complex financial matters to your advantage.

    You may only spend a few hours with us each year, but when you do, you are benefiting from decades of experience spent refining our approach to financial planning.

  • We will aim to (gently) educate you about core financial principles, different investment approaches and planning opportunities that you would otherwise be unlikely to discover. We believe our role is far broader than simply managing your investments because the decisions we make together may have far-reaching consequences. We feel it is vital to help to understand this because it empowers you to make well-informed decisions and gain a deeper understanding of your current and future financial situation.

    The greater your understanding of your planning, the more confidence you will have in succeeding.

 

get in touch

Contact us for an initial conversation to explore how our comprehensive life planning approach can benefit you.