“Helping you reduce taxes and build wealth with as little as 30 minutes of your time”

Money Tips Ideas for getting ahead and staying ahead

Considering an addition?

You and your partner have decided to start a family. Congratulations!

You have read all the parenting books, baby-proofed the house, and painted the baby’s room. But are you prepared financially?

Patrick Campbell, Consultant

I provide personalize comprehensive financial planning.
How do I solve my clients’ problems? an example here…A clients account was overdrawn for their mortgage and due to their busy lifestyle asked me to look into and explain the result. Once I did my research and discovered the processing error, I had the funds returned and ensured any costs due to bank charges were covered and once finalized followed up with the client to ensure everything was satisfactory.
What makes me different in my industry? why a potential client should choose me? I am not high pressure, I don’t sell products. I customize solutions with a wide variety of products and services to meet or exceed client expectations. I go out of my way to ensure the clients are getting the best product at the best price which is most tax efficient to their stage in life.

“YOUR REFERRAL IS THE HIGHEST COMPLIMENT THAT I CAN RECEIVE”
“Health, Wealth & Happiness!”
Helping others get Financially Fit!