A financial plan begins with some simple questions.
At what age would you like to retire? How many family holidays would you like to take each year? What’s the dream result for your business?
Before you know it, you have a plan.
At Thirdview, we help our clients live a life by design, rather than a life by accident. Financial products are boring, we can all agree, but the lives they enable are rich, and vital, and filled with incredible experiences.
With our unique process, we guide our clients to articulate the vision for their ideal life and then we help prioritise key goals, set milestones, and build the strategies that will get them there.
That’s when your lifestyle goals become your financial plan.
We received a referral to Peter and Thirdview via a business colleague and friend and went with an initial (narrow) enquiry about SMSF. Peter and Thirdview pride themselves on a providing a holistic financial perspective and this was certainly our experience. The value of the advice and service we received via Peter and his highly qualified, customer centric and responsive team has been incredible. He has empowered us to consider our future in a new light and to consider the opportunities, challenges and risks that lay before us. He has provided information, guidance and support to help us breakdown and understand our current financial situation and worked with us to envision our future and put in place a financial plan and approach that supports achievement of both our current and future objectives. Peter and the team have gone out of their way to provide and clarify information, to seek additional information when we requested it and to stay in touch with us through a year of change to ensure that their initial advice has grown and encompassed these changes. We would have no hesitation in recommending Thirdview for whatever element of financial advice and planning people may be seeking input and guidance on.
Financial advice with Thirdview led me to take out income protection insurance two years ago. Never have I been so grateful for such advice, as when I developed a serious illness that has prevented me from working in my business for several months. Not only have the monthly payments prevented any financial stress on my family during this emotionally stressful time, but I am certain, that in the face of an uncertain diagnosis and prognosis, the knowledge that these payments would continue until I was 65 if necessary, has allowed me to focus 100 percent on my health and wellbeing and aided in my recovery.
One word: Confidence. Being able to deal with a team of Professionals that know their business and explain it to you in the most basic terms, so you feel confident in knowing what they’re doing for you. Understanding where your finances have been placed strategically, so you don’t have to worry about your finances and can get on with life.
Thirdview provided me with a very thorough and easy to understand assessment of my financial situation as I now start retirement. It was a rather daunting time for me, however any fears were put to rest. I was very impressed with the friendly and personal service I received. I would highly recommend Thirdview to anyone seeking financial advice.
The relationship we have with Thirdview can be summed up in three simple words, confidence, trust and understanding. My wife and I can relax knowing we have Thirdview as our financial partner, helping build the path to our future goals.
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