Jason Reynolds

My value to you will be delivered by ensuring the following factors are managed to an industry leading standard:

Organisation - I will help bring order to your financial life, by assisting you in getting your financial house in order (at both the ‘macro’ level of investments, insurance, legacy planning, taxes super and cash ?ow).

Accountability. I will help you follow through on financial commitments, by working with you to prioritise your goals, show you the steps you need to take, and regularly review your progress towards achieving them.

Objectivity. I bring insight from the outside to help you avoid emotionally-driven decisions in important money matters, by being available to consult with you at key moments of decision-making, doing the research necessary to ensure you have all the information needed to make an informed decision.

Proactivity. I work with you to anticipate your life transitions and to be financially prepared for them, by regularly assessing any potential life transitions that might be coming, and creating the action plan necessary to address and manage them ahead of time.

Education. I will explore what specific knowledge will be needed to succeed in your situation, by first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice.

Partnership. I will help you achieve the best life possible by taking the time to clearly understand your background, philosophy, needs and objectives, work collaboratively with you and on your behalf and o?er transparency around our costs.