Are you working hard but feel like you could be doing better?
Are you earning good money but at the end of the month, there’s nothing left in your account?
We help people like you to organise your money and maximise all of your hard work!
At Braeside Wealth we understand you’re busy and don’t have time to spend hours looking over budgets and account statements each month. But, you are driven and want to make smart financial decisions that will reward you throughout your life.
At Braeside Wealth we use the latest technology to:
- Quickly and easily work out where your money is going, to help you make better spending decisions.
- Provide you with a real time view of all of your accounts and transactions, in one easy to view location.
- Help you to set goals, work out how to achieve them and track your progress.
- Provide you with regular reporting to help you stay focused and on track.
Getting to know you
Our first meeting is about getting to know each other. Discovering what’s important to you, where you want to be in the future and which areas you’d like help with. At this appointment our pricing will be explained, so there are no surprises along the way. This meeting is obligation free and costs nothing.
We’ve gotten to know a bit about you, your family and your plans. The next step is to explore how we can help you. We use the latest technology to show you how making small changes now can make a big difference to your life.
We tailor a plan for you which is easy to understand, measurable and most importantly ticks all the boxes you were hoping to achieve. We will guide you through your advice and answer any questions clearly.
After careful consideration and when your ready to go ahead, we’ll get to work on implementing your plan in a timely and professional manner. We’ll keep you up to date and we’re always on hand to answer any questions.
Equally important as a good financial plan is the review process. This is the time when we discuss how everything is going. Are we on track? Has anything changed? Is there any fine tuning required?