Specialists in providing life-centered financial planning to individuals.
We care for our clients by helping them achieve their life goals through proper financial planning and management.
Along the journey of our relationship we will have conversations about wealth management, investment planning, risk assurance (life, disability and dread disease cover), business assurance, retirement planning, trusts, estate planning and wills.
We Care About Who You Want To Be.
Helping You Flourish.
We want to see you flourish. We recognise that you have unique personal life goals, you perceive value differently and we know that personal financial planning can be a daunting task. We aim to understand what drives you so that we can develop strategies that allow you to focus more of your time and resources towards the things you value most.
How Do We Do This?
We analyse your current financial position in relation to your life goals and provide you with a tailored, written, financial plan and implementation strategy. This acts as a roadmap to illustrate your position, your desired destination and the recommended routes. We develop a professional relationship with you over time and are with you every step of the journey. We recognise that change is the only constant in life, so we commit to reviewing your plan regularly.
Our Value Adds.
We bring clarity and organization to your financial life.
We incorporate strategies to minimize unnecessary costs and taxes.
We coach you through big moments in your life, act as a sounding board for decisions you need to make and stand as your accountability partner.
We are proactive in our approach, communicate with you regularly and explain complicated information in plain language.
When it really matters in life, we’ve got you covered.
Our Dreams Direct Us.
Our Decisions Define Us.
What People Are Saying
“Brigitte Tamine has been our financial planner over the last several years. She has impressed us with her knowledge of the products available and her competent advice, always bearing in mind the clients circumstances. It is a pleasure dealing with Brigitte, who is always friendly and approachable.”
Werner
I can’t recommend Brigitte Tamine enough to each and every person to ensure that their financial planning is sound. Brigitte has assisted me over the years making sure I put enough away for my retirement, something that I will no doubt thank her for for when I do retire. Brigitte has also ensured that I had a policy with Momentum for loss of income, something that I never thought I would need until last year! I suffered a terrible brain injury after falling off my bicycle, resulting in me being in hospital and booked off work for nearly 9 months. Thanks to my policy, I carried on earning a salary every month from Momentum, until I fully recovered. Brigitte helped with all of the resulting queries and health related issues over the months. Everyone should ensure that they are fully covered and looked after through their life by her practical and ethical advice. She takes the person into account first and is not influenced by financial organisations.
Natalie
