Build your best life.
You enjoy the freedom of being your own boss, but face peculiar challenges.
If you....
- Make a living as an entrepreneur, freelancer, tradesman, or commission-only worker.
- Find it difficult to budget since you don’t make the same amount of money each month.
- Would like to be able to maintain income even if you were off work due to suffering an illness or injury.
- Would like your talents to generate income even during your retirement.
- Would like to have a resource that you can count on for advice and guidance when making complicated financial decisions, with sometimes long lasting consequences .
We're here to help you.
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 for Entrepreneurs offers superior benefits through:
FINANCIAL PROTECTION
Provided by group plans with optional benefits for individual members.
Learn more
FINANCIAL EDUCATION
To empower participants to take control of their financial lives.
Learn more
To work with us, take these 4 steps
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 sit down for a chat to discover what are your goals and concerns. If we all agree that we'd like to work together, we can prepare for the next step.
3
We present our Solutions
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.
4
We make it all happen
We take the agreed upon steps to make your program a reality. You can feel free to enjoy the ongoing benefits.
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 have a financial Partner on your side.
As a business person, you're good at what you do, don't make the mistake of trying to be good at EVERYTHING it takes to have a successful and enduring enterprise. Now is the time to take the simple steps to improve your productivity and profitability. Make your great business, even better.