We listen to you

How we can help

We ensure that you make the most of what you have and that your money helps you achieve what you want from your life.

We listen to you. We get to know you. Your strengths. Your values. Your hopes. Your goals. What is truly important to you. Where you are at in your life and more importantly where you want to be. We take the time to understand who you are.

We believe in the importance of great communication and having great conversations. We spend a lot of time listening.

We encourage you to ask as many questions as you need to be comfortable with your financial plan. At Marsh Financial Advice there is no such thing as a dumb question.

How we do it

In getting to know you we begin to understand your feelings, thoughts and attitudes around money. We look at how money affects you and how this impacts your daily money decisions. We also explore your values and your personal goals. We seek to understand what is most important to you.

Once we have gotten to know you, your attitudes and values, as well as your personal goals we will craft your individual, tailored financial plan. We will ensure you will get to where you need to be at a pace that best suits you.