Schedule an Appointment

Take Control of  your Financial Life & face the future with confidence.

We guide you towards confident and informed financial decisions, reducing your stress and allowing you to focus on the important things and people in your life.

GIVE FINANCIAL ADVICE USING PLAIN & SIMPLE LANGUAGE

Have you ever noticed that financial professionals, tend to use language and terms that make perfect sense to them, but not so much to most people? We did and from the beginning we decided to do two things well; always listen to our clients, then, give them advice using plain and simple language. It's in the name, "Vanilla", plain and simple.

BUILD CLIENT FOCUSED RELATIONSHIPS

Working with us is not the same as buying a product and afterwards we both forget about each other. 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.

REDUCE UNCERTAINTY

As your financial planners, we help reduce uncertainty by helping you to understand your financial situation, set clear goals, create budgets, and build financial resilience through protection, savings and investments, and risk management. We will also help you to stay informed, stay disciplined, and to seek additional professional advice when needed. 

PROVIDE ONGOING EDUCATION & COACHING

Even world class athletes at the top of their field have coaches supporting them, why shouldn't you have a support team too?


We offer ongoing personalised education, through one-on-one meetings, interactive workshops and seminars and ongoing support to empower you to understand your finances and make confident choices that support the life that you want.

Schedule an Appointment
>