How I Work

Alice Douglass on the phone-looking out a window-holding mug

My mission is to provide structure and direction to my client's finances. To assist them in achieving their financial goals and objectives and ultimately, their life dreams.

I aim to build ongoing client relationships which are professional and fun with integrity, trust and always personalised service.  I accomplish this by offering holistic and comprehensive financial advice, recognising the importance of my clients' objectives and the elements that can help achieve this.

My customers are at the heart of everything I do and my aim is to help my clients arrange their financial affairs in an efficient and effective way; to achieve their financial objectives and provide them with financial freedom.

I am committed to providing my clients with a superior level of service which always exceeds their expectations. Using jargon free language, I will also ensure my clients understand their financial and investment strategies so that they are confident in achieving their goals.

I really get to know my clients and build ongoing relationships with them so that we can adapt their plans to respond to the ever changing financial landscape both personally and legislatively.

My initial meeting is complimentary and I will explain a bit about how we work and our charges. This allows me to get to know my clients, for them to get to know me and to establish if we can work together to achieve their goals.

As a client, I guarantee I won’t "sell" to you and I will always make recommendations in your best interest. I guarantee to keep you informed at each step of the process. I guarantee to communicate with you in a clear and jargon free manner. I guarantee to make you feel included and empowered.