Values based Financial Life Planning
Money Mechanics Financial Planners uses values based financial life planning. This combines financial expertise with a personal touch. We work with you to create a financial plan which identifies your financial life goals and incorporates your values. This ensures a good balance between budgeting and living life to the full.
Our financial life planning process starts with understanding your habits, attitudes and relationship to money.
Defining your relationship with Money
As part of the financial planning process, we invite clients to participate in a money type quiz. This helps to understand their subconscious patterns and behaviours around money. Simply stated, our relationship with money shows us “where we are”. This enables us to change our behavior as we become more aware.
Tailor Made Financial Plan
The Money Mechanics financial planning philosophy is to work with you, alongside your other professional advisers (which may include your accountant, estate planning specialist and mortgage broker).
This collaboration ensures we address your financial and budgeting needs and are aligned with other key financial and estate advisors you work with.
Strategic Financial Advice
Money Mechanics Financial Advisors provides strategic financial advice for individuals, businesses and families. This includes:
One-off strategic advice – this may be as simple as 1-2 meetings between you and Money Mechanics (other financial advisors included where appropriate).
Ongoing strategic advice – this entails regular reviews of your financial life goals and strategies to ensure they are focused on achieving your desired outcomes.
Our focus is always the same, to allow you to feel empowered and in control of your financial matters with minimum worry.