Let's face it, financial advice has a pretty lousy track record in Australia. Most young Australians don't think they have enough money to get advice, or just don't know whether advice would be worth it for them.
The truth is, our onerously regulated "financial advice" industry has been way too focussed on choosing the right super fund and on selling you an income protection policy, and it's missed the most important bits:
- your unique set of values and personal goals
- your big life decisions like when and how to change careers, buy a home, have kids, relocate, retire early (FIRE), etc.
- your desire to learn more about investing
- your desire to be involved in the process
"Life & Wealth Planning" is our answer to the limitations of the financial advice market.
We've designed a range of coaching & education oriented sessions and packages that put you in the driver's seat. We help you to get clear on who you are and what you want, where you're headed, how you'll get there and then design your personalised plan for building wealth.
Our team are experts at guiding you through all of your life planning and wealth creation decisions, with a focus on teaching you the skills and processes you need to lead your own decisions in future:
We've designed our Life & Wealth Planning service to separately alongside our Financial Advice services.
As your coach, we won't tell you what to do - we'll guide you through a curated process to assist you in making great decisions for yourself. We'll help you identify pros and cons, and help you use useful product comparison tools, but we won't recommend specific products.
We reserve advice for those times when you need an expert to step in and take the reigns of your decision making. We'll assess your precise situation, needs & goals and deliver recommendations on what we believe you should do, including recommendations of specific financial products and strategies.
Importantly, we'll point out when we're operating in a capacity as a coach, and when we're in the capacity of an adviser, and we'll help you decide which type of service will be best for you at any given time.
Tristan is co-director of Purpose Advisory and is our lead Life & Wealth Planning Coach.
Our entire team is trained and equipped to guide you through the our life & wealth planning processes, but Tristan is by far our most passionate advocate and innovator. He's been instrumental in designing and developing most of our coaching tools and frameworks, and spends much of his time supporting our clients and training our coaching team.
Tristan has been coaching and educating others since 2004. He trained and qualified as a financial adviser in 2013 and has since specialised as a strategic life & wealth planning coach.
You can find out more about Tristan's experience and background on LinkedIn.
Tailor our services to your specific needs.