About Us

We have a small team of people led by Greg Buckle, a qualified actuary and Certified Financial Planner ® – the premier qualification for financial advisers. Greg has 26 years of experience in the financial services industry, having worked in various financial institutions before offering his services to private individuals from 2012. His experience includes the design and valuation of a wide range of investment and risk products. He is able to consider the full spectrum of financial planning, being licensed across multiple categories of insurance (long and short-term) and investment vehicles.

As an independent practice we work with multiple product suppliers and are able to consider best-of-breed options, rather than having to recommend products from a particular product supplier.

As a fee based practice we seek to charge fees for our professional services. Our fee structure is designed to foster a strong alignment of interests between the customer and financial planner. In particular we prefer to charge a fixed fee for a financial plan rather than relying on up-front commission from product sales to cover costs.

As a professional practice we render our services in terms of Service Level Agreements for planning, implementation, portfolio care and consulting services. We believe it is important that responsibilities and expectations are clearly communicated. We also offer Personal financial coaching and Financial Education services.

We seek to develop long-term relationships so that we can assist you to track progress and adjust your actions in ways that move ever closer to your goals.