our company
Our Vision
To provide you with a view of your ideal 'big picture', an understanding of what's important and an insight into life's possibilities - a different perspective.
Our Mission
To help you navigate important life decisions by providing you with tailored financial solutions to help achieve your goals; allowing you to focus on what is truly important in life.
Simplifying the complexities of day to day personal finances, we provide you with clear guidance, outstanding service and exceptional outcomes.
our approach
At Perspective, we focus on YOU. We focus on what's important to you, why it's important, and what success looks like to you. Providing you with clarity and a purpose for each strategy creates an easy to follow path to achieving your goals. We also like to keep things simple, cutting through the day to day noise of personal finance so you have confidence and understanding of what you are doing and why you are doing it.
Understanding everyone is different allows us to provide you with solutions tailored specifically to your needs. Providing you with the right advice and exceptional outcomes is at the forefront of what we do. Combining this with excellent and reliable service ensures you have an outstanding customer experience.
So, what are the costs...
We also understand the cost of advice is an important factor for you. Whether you would prefer a fee for service arrangement or prefer a proactive approach as part of our Accountability Program, we provide our clients with options that cater for everyone's needs.
If you think financial advice is only for the wealthy, it's not! Our fee for service pricing includes a list of one-off fixed costs based on what you need. This structure is ideal for those starting their journey that have a specific area of focus. This offering lets you choose what you will pay, putting the control in your hands.
Or maybe our Accountability Program is more your style? Limited to only 100 people, this is our proactive approach to advice with 3 all-inclusive fixed price service offerings to choose from. Ideal for people who want regular advice, updates, or require a comprehensive approach, these packages are designed to keep you on track.
The cost of an initial consultation is $330 where we will get to know you, detailed your objectives and provide an overview of your strategic options.
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