What we do
We believe in building relationships, and that trust is the key to making those relationships successful. That’s why we put our clients’ needs first and recognise that effective financial planning needs to look beyond traditional definitions of wealth.
Instead we help you develop and achieve meaningful financial and life objectives. We believe Einstein said it best: “Not everything that counts can be counted, and not everything that can be counted counts”.
We know that traditionally financial services can appear complicated and confusing. At Engage we aim to break the mould by being transparent about the entire planning process and about our fees.
Our planning process is explained below. You can learn more about our fees by clicking here.