Grow together.

Group of volunteer planting in park

We provide financial advice, solutions and partnership to help you succeed.

While the members of your group, are drawn together by common interests, they may have concerns that are adding unnecessary stress.

High financial stress levels can lead to an increase in.

  • Absenteeism: Financially-stressed employees use more sick leave and are absent from work more often.
  • Presenteeism: Although employees may be physically at work, when they are suffering from financial stress they are distracted and cannot focus properly on the job in hand. They may also have to spend time sorting out their financial problems whilst at work.
  • Health concerns: Unhealthy workers who are working below par cannot function so efficiently at work. They are more likely to put off dealing with healthcare issues and then incur higher health costs, which impacts both the employee and the employer. Worry over financial matters can lead to irritability, anger, mood swings, fatigue and sleeplessness, all of which have an effect on their performance in the workplace.
  • Work conflicts: Lateness, incomplete work tasks and accidents can all occur when workers’ personal financial problems interfere with their job performance.

Our Financial Wellness Program helps our clients to manage both stress and money, allowing them to build their best life.

Why is Vanilla the better choice?

ADVICE YOU CAN TRUST

We are independent financial advisers 

Reaching your financial goals is a process. 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 there to help make the necessary adjustments to allow you to succeed.

Our Financial Wellness Program provides:

FINANCIAL EDUCATION

To empower participants to take control of their financial lives.

Learn how

Follow these 3 steps to working with us

1

Schedule an Appointment

Your first meeting is at our expense. Just click on any 'Schedule an Appointment' button to complete the form for a call back. We will then contact you to arrange a convenient place, time and date to meet. 

2

We Discuss your Goals and Priorities

We meet to discuss our Financial Wellness program  as well as to answer any questions that you may have. If we all agree that we'd like to work together, we can prepare for the next step.

3

WE PUT YOUR PROGRAM INTO ACTION

Based on our discussions and the information you’ve shared, we’ll take the steps needed  for us to implement our Financial Wellness program for the benefits of your group. 

What you can expect working with Us

Truth, honesty and
integrity always

An objective
point of view

Respect for your
time and budget

Qualified
advice

Truth, honesty and
integrity always

An objective
point of view

Respect for your
time and budget

Solutions designed
to match you

A client focused
relationship

Excitement for 
your  success

Professional and
ethical standards

Solutions designed
to match you

A client focused
relationship

Excitement for 
your  success

Convenient and easy
communication

Accountability 
and organisation

Proactive guidance
and advice

Ongoing education
and coaching

Convenient and easy
communication

Accountability 
and organisation

Proactive guidance
and advice

Qualified
advice

Professional and
ethical standards

Ongoing education
and coaching

What you can expect working with Us

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 bring Financial Wellness to your Group.

Instead of having members being distracted and  less productive because of money and related issues. Now is the time to take the simple steps to improve focus and well being. Bring tangible benefits to your group for the financial well being of all!

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