We are qualified financial planners. Equipped to offer a complete service from Health, Risk and Investments to Estate Planning, Insurance and Employee Benefits. Growmatter is proud to have a team of specialists who can provide expert advice on anything related to finance.
We are a home for people, families and businesses that want to do things the right way. Every client has specific needs and we pride ourselves on being able to add value in every life stage for both personal and business planning. We are dependable, offer guidance and want to be part of your solution.
We’ll always remain an independent and fee-based financial planning practice. Our advice remains objective and we advise on products based on your needs rather than our pockets. We strive to offer objective advice and guidance.
Without objectivity and independence, advice becomes an exercise in marketing, sales and persuasion.
We believe in providing a complete service from money management, investments and planning right through to claims, wills and choosing the right products. Every client has specific needs and we pride ourselves on being able to add value in every life stage for both personal and business planning.
We want to Live! Rather than simply go through the motion, we want full and meaningful lives. We believe in family, relationships and community. Connectedness brings colour to our world and gives us hope and purpose.
Acting with integrity, honesty and openness is our way of building Trust. Our goal is to help people achieve their goals and grow. Through these actions we build trust. As your financial planner, it’s our job to maintain trust through excellent advice and service.
We are wired to Grow and have a yearning desire to be more. This is why we spend much of our time at Growmatter cultivating the determination and drive to be better. Our success comes from positive planning habits and is a result of goal-driven behaviour.
Meaningful relationships, family, self-improvement, realising goals, contentment… these are some of the aspects that Matter most. Knowing our priorities gives us direction and adds meaning to the humdrum of life. We want to live a life of substance and empower others to do the same. If you know there’s a better way, why wouldn’t you want the same for your clients. We want to Live Trust Grow and Matter.
Want to get ahead of your finances?
WE ARE HERE TO HELP
We aim to make financial planning fun for our clients and their families. We have created a relaxed and safe environment for clients to engage and enjoy the process of thinking about finances. We believe education and change happens best in this environment.
Keep and eye out for new additions
One of our strengths as a business is our administration. Not because we enjoy it but because we have specialist handling the administration process. Jokes aside our real strength is financial planning and that is why we employ a team of administration experts and specialists.
They are part of our family, literally and figuratively. If you havent already dealt with them you will and wow they are great at what they do.
BESPOKE EXECUTOR SERVICES
Etude Risk Management
When we look at an organisation, social construct, norm or belief we should ask ourselves why we follow it. We must reflect on the present, challenge the system and think of ways to do it better.
Growmatter Financial Planning is constantly assessing the financial services industry, seeing how we can improve client experience and make a meaningful difference.
When making continuous improvements; reflection and analysis are crucial: without it we hinder our growth. Inertia and inaction is the enemy. Too many people and businesses get stuck in a perpetual cycle of doing the same thing and expecting different results.
Progress is a challenge and encouraging behavioural change in people is even more of a challenge. We have seen many businesses adopt the path of least resistance. In our industry, many advisors don’t want to risk asking clients challenging questions.
The client is the one taking the biggest risks with this approach. We feel that clients who want to succeed deserve the best financial advice. We believe that guidance and advice is not telling someone what they want to hear but rather showing them the right way and then walking alongside them.
We will help you choose the right products and savings vehicles while also guiding you through Money Management, Goals Orientation and give you all of our insights, tips and tricks on how to manage all life’s financial challenges.
We see a need for guidance and planning done with integrity and care. Our goal is to be clear about our advice, transparent about our fees and always willing to answer any questions.