We believe in the importance of money, not as an end in itself, but as a facilitator of dreams. With true financial planning, money becomes a means by which lives can become richer and more fulfilled and individuals can be freed to follow their true purpose.
At Atticus Financial Planning we feel that our clients choose to partner with us in making their dreams a reality. Together we work to create a meaningful and rich future, built upon a sound and robust financial plan. This forms the foundations that allows them to flourish, not just financially, but also mentally, physically and spiritually.
Our aim is to offer simple, effective advice that works and makes a difference in the lives of our clients.
Most importantly, we understand that every person is unique. We therefore take the time to find out what your personal values, circumstances and goals are, before we put together your plan.
Like our namesake, we believe that...
“You never really understand a person until you consider things from their point of view.”Atticus Finch
That is why we put our clients at the heart of everything we do, treating each client individually, based on their own unique circumstances.