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THE SECRETS TO GREATER FINANCIAL CERTAINTY SEND ME A COPY

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Finding Your Certainty Adviser

Clients Stories

Clients Stories

Great advice, greater certainty.

Seeking Certainty is a movement

Consumers of financial advice need new leaders that can articulate a transparent, impartial and valuable basis for a future advice relationship. Only these relationships will consistently provide people with the impact and confidence required as they progress along their own unique financial journey towards what really matters to them.

It's not today's best financial products, best financial strategies or greatest financial knowledge that will provide the certainty to reach one's desired financial outcomes. Seeking financial Certainty requires something else - trust.

WHAT OUR CLIENTS SAY

ALEX LITAS – REGARDING TROY MACMILLAN, THE WEALTH DESIGNERS

ALEX LITAS – REGARDING TROY MACMILLAN, THE WEALTH DESIGNERS

"Previously these approaches weren't a take it or leave it approach but they were the cold, hard facts of "yes, this is what we are charging; this is where we are going to invest", but I had no contact with them. I wanted to go to someone that can hear my story without being a pest to them. When we stepped in here, because of the soft line approach that basically made me feel, and Helen feel, warm. It was explained in a manner that was so clear, were always a phone call away. The bank, to me: we were a number. The financial planner: we were a number. My former accountants: we're numbers." "With TWD I feel very relaxed; I'm coming into a family of expertise. People at the drop of a hat will be available to assist me."

Josh Ferris – regarding Annette Pulbrook, FinBiz Advisers.

Josh Ferris – regarding Annette Pulbrook, FinBiz Advisers.

“Just recently we had a goal on our board checked off – cash flow is now predicted for the next 2 years. That then stems us onto going to the bank to be able to fund some of the growth within our business to grow our clients and their turnover. We now have an opportunity to go to the bank, we dictate what we’d like to do with our growth, our future, our lending and as of today, we asked for this and there were four things they said yes to straight off the bat. That’s a result of working with Annette and her team.”

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SEEKING CERTAINTY IS MANY THINGS.

A true advice platform for all professional advisers.

When first conceived by founder Jim Stackpool it was simply a book.

A book like "Who Moved My Cheese" & "Seven Habits of Highly Effective People" (not in terms of best-seller - who are we trying to kid!), but in terms of hoping to simply explain two major aspects of financial advice. Firstly that everything important must start with the end in mind and secondly that long-lasting value is only consistently obtained via financial conversations and relationships rather than simply today's best financial products or strategies.

Seeking Certainty supports the book.

Clips, videos, templates, downloads to make implementation and determine if this works for you are provided to hopefully assist your own financial journey to your own unique, special financial outcomes.

Seeking Certainty is also a portal into a group of committed financial advisory houses rooted in the similar beliefs.

Beliefs that all advice every year for every client must start with unmet aspirations. unresolved complexities and a willingness to take financial advice. Beliefs that financial advice has to be totally impartial, independent, without product, institutional or service conflict, that serves the greater good and you before the advisory house

There are no financial inducements paid by these firms to be on this list of committed advisory houses. They share beliefs and an accreditation to a set of advice standards in how they engage their clients, how they perform their financial project management role, how they price their advice and how they remunerate their team.

Seeking Certainty is a movement.

A movement to accelerate the formation of a new profession - the financial advice profession.

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THE SECRETS TO GREATER FINANCIAL CERTAINTY SEND ME A COPY