Meet our clients
We’ve always been fascinated by human behaviour. When we talk to our clients, many tell us they thought about seeing a financial planner for a long time – days, months, weeks, sometimes years – before they actually took the leap. And their greatest regret? They wish they’d done it sooner.
A bit like waiting until we’re thinner or fitter to start exercise plan, many people wait until they ‘have the money’ to engage a financial planner. What we know, after 30 years helping others, is the sooner you take the first step, the sooner you’ll have the knowledge needed to impact your life.
Here’s what we discovered when we asked a group of clients to share their concerns and aspirations:
- We want to pay off our debt as quickly as possible.
- Do we really need financial advice?
- What does reasonable debt look like for someone in my situation?
- I want to get on top of my budget.
- How can we pay less tax?
- We’re juggling school fees and mortgages and want to give our kids the best education.
- Will we have enough money to retire?
- We want to book our dream holiday.
- Are we doing the right things with our money?
- It feels like we’re always arguing about cash.
- Will we have enough wealth for the future?
Ready to meet up, or have a chat with one of our financial advisers?
Having a plan means having a life Or
At CommonCents we’re big believers that a goal, without a plan, is just a wish. We know everyone has dreams and desires, and we love helping young families smash their goals.
If you’re dreaming about building your dream home, we’ll help you get there. Planning the holiday of a lifetime? We’ll make it stress free. Trying to work out if you can afford your kids education? We’ll show you a way to make it happen.
We love giving advice and when it means we get to see families and individuals thrive, we couldn’t be happier. The fact is, when people stop stressing about money they really start to live.
Imagine a life free from the day-to-day financial stress. Imagine a life where your needs and aspirations are set out in a clear and personalised plan. This kind of life doesn’t happen by accident.
Building a financially fit future requires careful and considered planning and time to map out a step-by-step training guide with an experienced and trusted team.
At CommonCents we’re known for breaking down the jargon to create foolproof financial plans that not only support your personal wellbeing but help you build the future you’ve always dreamed of. It doesn’t matter if you have short-term goals or long-term plans, we’ll help you find a way to achieve them all and yes, we’ll hold your hands, and hold you accountable at the same time.
Like any good health plan, it’s great to have someone in your corner to check in with. Our advisers are like personal coaches and great at keeping everyone on track. They understand and believe in our philosophy – to help you you learn the basics, change your behaviour, and take consistent daily actions to achieve your goals.