Financial Adviser
CurrentWe are passionate about empowering our clients to achieve their goals and dreams and make sure they have peace of mind along the way. Turning Vision Into Value and taking care of some of life's puzzles.Having worked in the Financial Services Industry for over 16 years, even before that starting with my time in the Navy, made me realise one fundamental fact of life. Without a goal or direction, we live life aimlessly and in total chaos. As we work through life it comes with complexities like creating debt, creating wealth and even creating family which all rely on us getting up each day and go through the motions of being an adult in a grown up world.Our logo was created to show 99% of us live in some form of chaos. Some of it interconnects like a jigsaw puzzle, but unlike a normal puzzle with perfect sides and shape, life gets in the way and it skews somewhat. This is life.With a fresh set of eyes and a point of difference we can put some plans on the table for our clients to work through to get balance in their lives, provide some form of road map and show vision through the chaos. That way our clients can make sense of their world and tidy up the loose ends, simplify some aspects of their lives and allow them to focus on their own passions; knowing they have some form of plan in place to work to.We love educating our clients on the four areas of risk management which then empowers them to make decisions for themselves, get things in order and turn their Vision into Value.We believe in a consultative approach to everything in life. Our job is not to tell our clients what to do. We simply highlight the traps and pitfalls and gently encourage them to take action on the things they choose is right for them.We do not work alone. In fact we fundamentally believe no one is fully capable of providing full advice by themselves. New Vision has partnered with several strategic alliances to ensure the best outcome for their clients.