Help them achieve more.

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

Protect your child for just $20 per year

Accidents and injuries do happen, especially to children!

The cost of medical treatment, disability and ongoing care can place enormous financial stress on families. Unfortunately parents are too often surprised to learn just how little cover, if any, their children have when they are at school or at play.

You can’t prevent an accident, but you can have peace of mind for just $20 per year.

Student Personal Accident Insurance is an affordable way to protect your child 24/7 at school and everywhere else.

Our Student Personal Accident Insurance program

Provides 10 excellent benefits

Our Financial Wellness Program for Parents provides:

FINANCIAL EDUCATION

To empower participants to take control of their financial lives.

Learn how

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.

Follow these 3 steps to work 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 MEET ALONG WITH YOUR PTA TO DISCUSS HOW WE CAN HELP

We meet to discuss our Financial Wellness program and Student Personal Accident Insurance plan 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 to provide coverage for your students and for us to implement our Financial Wellness program for the benefit of your parents. 

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.

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