To help people achieve happiness by reimagining and realigning their money, work, personal life and goals. We do this by facilitating deep self-analysis, challenging limiting beliefs and encouraging clients to be true, brave and trust the process.
To be a guiding light in high-net wealth consultancy and financial planning.
Our brand values are what we stand for. They drive all we do and set us apart from our competitors to make us unique.
Create the space for deep reflection and self-clarity
Know what to do, where we want to be and set goals
Make a difference. Sharing success can still be profitable
Ask questions, challenge beliefs, unlock money relationships
When business and life align, success and happiness follow
We’re inspired, excited and re-energised about the future
When you first contact us, we ask you to complete a questionnaire and organise a breakthrough meeting. This is where we ask those deep questions such as “What keeps you up at night?” “How did you get to where you are today?” and “Where do you want to be?”
After signing our terms of engagement and paying a deposit, you provide us with your financial data. We then arrange a meeting/s to confirm your situation, run through financial concepts and myths, get clear on your goals and priorities and discuss strategies.
We give you a tailored financial plan that brings everything together. Detailed but easy to understand, it articulates your situation on paper and provides you with a viable way forward for achieving business and life synchronicity. If anything is unclear, just ask.
Once you’re happy, we implement the plan together to make the strategy a working reality.
Importantly, things don’t end here. We’re here to keep you on track, provide ongoing guidance, be your sounding board and celebrate successes with you.
The very best in their field. Knowledgable, reliable and fun.
Fresh Plans | Paraplanner
Prepares Statements of Advice and Records of Advice and compliance and legal documents.
Fairbridge Financial Services | Insurance Advisor
Provides specialist personal and business insurance advice.
Whatever advice and support you need, we know the people.
We make communicating with you and managing your finances as easy as possible through MyProsperity and your Asana Wealth Management Board. Our client portal lets you view your entire financial world, sign documents, store sensitive material, set budgets, see live data feeds, assets and more.
After the unexpected passing of my partner, I had my hands full dealing with my loss and grief and did not feel that I could handle the financial responsibilities as well. Norma organised for specialists to sort out his estate, keeping me informed while protecting me from the stress and anxiety of the whole process.
