Our Services
Real Financial Planning
For too long, financial advice has been centred around selling financial products, instead of focusing on the needs of each client.
At XV Wealth, we believe that our primary responsibility as Independent Financial Planners, is to help you plan for, achieve and maintain your desired lifestyle, free from the fear of ever running out of money.
Financial Planning
Helping you figure out what you want your life to look like and then building a plan
Financial Partnering
Helping you manage the ups and downs, keeping you on track towards your goals
Wealth Management
Our investment philosophy is based around Nobel prize winning academic research
What we do
- Get to know you and your family and what is important to you.
- Commit to telling you the unvarnished truth about your finances.
- Helping create a clear and simple plan for your life and goals
- Removing any money worry and anxiety, and creating optimism and hope.
- Looking after your money and investments as if they were our own
- Being there to help you confidently answer those big questions throughout life.
What we don't do
- Recommend or manage your investments without a clear financial plan.
- Try and pick the next "big" thing in investing
- Make stock market predictions
- Recommend anything we would not do ourselves
- Baffle you with investment techno-babble