SIMPLIFY YOUR FINANCIAL LIFE

We can help you to make better decisions with your money, so you can focus on what’s important to you.

PLANNING

ADVICE

COACHING

IF YOU....

  • are working hard to earn a living, but still feel uncertain about your financial future.
  • don't know when or if you'll have enough funds or assets to retire comfortably.
  • are not sure that you're making the best use of your money.
  • are working hard in your business but don't know what your exit plan looks like
  • dislike having to make complicated financial decisions, with sometimes long lasting consequences,  without a Barbadian resource that you can count on for advice and guidance.

We Can Help

Our financial planning advice, based on these 3 principles, helps you to take control of your financial life, allowing you to face your future with confidence.

ADVICE YOU CAN TRUST

We are independent financial advisers 

There is a process for reaching your financial goals. It's important, therefore, to work with an adviser who is not focused on selling you a product, but genuinely loves helping you achieve your goals and aspirations. Our first and only allegiance is to our clients. We are not employed by any financial institution such a bank, credit union or insurance company. We’re committed to looking after your best interests and we will take the time to listen first then advise you using plain and simple language.

SOLUTIONS THAT WORK

Success comes from what you do and how you feel as a result. 

We provide a refreshing alternative to the product-focused approach taken by most financial advisers. Instead, we focus on your specific needs and what you want to accomplish. The better we understand your situation and your goals, the better your plan will fit your lifestyle, budget and philosophy. The better it fits, the better you will feel as you work toward your goals.

PARTNERSHIP FOR YOUR SUCCESS

We offer a genuine long term relationship.

We work with our clients throughout their lives. As part of our ongoing relationship, we'll regularly review your financial arrangements and plan for what's ahead. We want to ensure that the financial decisions that you've made, the products and services that you use and your overall plan remains appropriate. So as situations arise, circumstances or goals change, we will be here to help you make the necessary adjustments to allow you to succeed.

We choose to only focus on these numbers:

Our advice is supported
by our

200+

years of combined experience

For over a decade we have chosen and trusted by

600+

clients

We continue working to enhance the lives of

3200+

men, women and children

To take control of your financial life, get clarity on where you are now & have the confidence to live your best life now and in the future...

It all starts  with a 
Conversation!

Your first meeting is at our expense. Just click on any 'Schedule an Appointment' button to book a convenient time, date and venue to meet.

Working together means following these 4 steps

1

Step 1 - We listen

We’ll have a brief chat to understand your goals and concerns, explain how our planning process works, and answer your top questions. If it feels like a fit, we’ll book the next step and share a simple prep checklist. If not, we’ll point you to helpful resources—no pressure either way.

2

Step 2 - Create your Financial Plan

Based on our discussions and the information you’ve shared, we’ll propose the steps needed to take you from where you are today to where you’d like to be. With your approval of our solutions and agreement on how best to proceed, we will move onto the next step.

3

Step 3 - Implement your Plan

We take the agreed upon steps to make your plan a reality. You can feel free to enjoy the ongoing benefits. 

4

Step 4 - Help you to keep on Track

Because adjusting to a new plan and financial life might be challenging at first, we'll be here to help, providing guidance, tips and suggestions and answering any questions along the way. Along with regular check-ins, you'll also have priority access to us and annual planning meetings to help keep you on track to prosperity.

What our clients say...

I was drowning in debt...

I chose to work with Vanilla Financial to get out of debt, start saving, and learn how to better manage my money. It’s been a few months now and I’m still in debt, but I feel much better because now I know when I’ll debt free. I’m also making steady progress towards my retirement goals. I really appreciate that Wayne took the time to clearly explain my current situation, then worked with me to develop a plan that I could follow. For the first time in my life, I really feel that my money is working for me.

Andrew T

Young professional

Finally, an adviser who works for me...

I needed a financial adviser like my doctor and lawyer, who I knew was only working for me and my interests. Dealing with insurance agents always left me a bit unsettled since I knew that they had an employer and its products to sell. Since deciding to work with Vanilla Financial, I have 6 different policies from 5 companies covering my house, car, life, health and income. But I only have to work with 1 independent adviser who sourced and put in place the best policy in each class for me. Now, I feel much more confident about my product choices and other financial decisions because Vanilla Financial not only works for me when it comes to all my insurance needs, they also provide the financial advice that was missing to help me reach my retirement and legacy goals. If you really want impartial advice and the ability to get the right financial products from the whole market from 1 company, choose Wayne and his team.

Gail S

Business woman

We love having a clear view of our entire financial lives...

We were financially lost, having 2 small children and trying to complete our family home and dealing with one of us losing our job. We were unsure of a way forward until we met Wayne. He discussed with us our entire financial situation and helped us develop a detailed plan for achieving the financial goals for our family. We now have a clear view of our financial present and future, including the right insurance products for us, saving for our children’s education, a cash-flow plan and a better understanding of mortgages. We finally feel the relief of being guided by an experienced, caring and practical adviser who checks in with us regularly just see how we’re doing and to help keep us on track. There is nothing for you lose and much to gain from working with Vanilla Financial.

Mary and Robert G

Parents

I needed advice and help...

Having to deal with my father’s death and helping to support my retired mother brought me face to face with the importance of estate planning and retirement funding. I realized that I was really letting my own young family and myself down. I needed advice, but my banker only wanted to offer me loans, my insurance agent only wanted to sell me another policy and my lawyer could only draft my will after I told him what I wanted. Thankfully a friend suggested that I contact Vanilla Financial for help with my estate planning and retirement needs. It was the best meeting that I ever had. We discussed what I was trying to achieve, Wayne even asked some questions that I had never thought of to help me get a clearer picture of my situation. We settled on a plan of action and now my wife and children will not have suffer what I went through because of a lack of planning and preparation on my part.

Michael P

Family man

This is what financial advisers should do!

I have never had this kind of experience in the past with financial advisers and this is the kind of service I have been looking for. I knew how to earn money and knew how to spend money but when it came to financial planning I was not as enlightened as I thought. Buying a life insurance policy to benefit my daughter was all that I had done. When I sat down with Wayne, it turns out even that was really not enough to give her what I wanted to. We looked at my entire situation first, discussed what I wanted to achieve then he helped me identify the steps I need to take and the financial products and services that I would need to reach my goals. I was not able to put everything in place right away, but I feel so much better now that I have a plan to follow and a company, I can depend on to work with me going forward. All financial advisers are not the same, some just want to sell you stuff, I highly recommend Vanilla Financial to anyone who has the discipline and desire to take control of their financial life. They work for you and not for financial companies.

Sophia H

Single mother

I just love the convenience...

With one phone call or email I can contact the person who insures my car, home, knows how much is in my retirement fund, knows how much my life insurance policies are worth and who knows who the guardians of my son are supposed to be in case of my death. Before I had to deal with multiple people in a number of different companies, it’s such a relief to have all of these financial and life matters handled by one trusted company and adviser who knows me and my family.

Anthony K

Professional

Click to expand

I was drowning in debt...

Finally, an adviser who works for me...

We love having a clear view of our entire financial lives...

I needed advice and help...

This is what financial advisers should do!

I just love the convenience...

FREE GUIDE

A must read for every working person.

5 WAYS YOU MAY BE RUINING

YOUR FINANCIAL LIFE

- And Solutions to Correct Them!

A must read for every working person.

Now is the time to take control of your financial life.

Many people work to pay the bills, to save a little and try to be as comfortable as possible without a clear plan. Imagine the wasted money, lost time and missed opportunities. You don't have to be one of those people. Take control of your financial life now, build and live your best life!

>