Our Clients

We Work With People Seeking Financial Clarity

Our Clients Services Monument Advisory Financial Advice

Working with a range of different clients over many years has given us an opportunity to understand just how diverse you and your goals and dreams really are. It has also afforded us a unique insight into the variety of ways to work with you to live the lifestyle you truly want.

Wether you are a business owner looking to retire from your business and uncertain of the right path to take, looking to retire from paid employment, going through the upheaval of seperation and divorce and unsure about how to manage the financial challenges and concerns, or a young professional seeking sound financial advice to make the most of your current situation we are keen to talk with you to see how we can be your advisors of choice.

Business Owners

We provide a formal, structured sounding board for you as a business owner. A sounding board that provides discussion and a holistic view of your current business and personal direction. This allow you to confidently navigate the decisions and complexities you are facing from both a business and personal perspective and move forward with certainty of action.

Separation and Divorce

We understand that separation is hard and a time of great upheaval. We work with you to navigate the financial complexities of divorce and separation, so you better understand how the settlement impacts your future and what you need to do to improve it.  This will mean you feel more confident with the decisions you are making now and the future they will lead to.

Planning for Retirement

“The best time to plant a tree was 20 years ago, the second best time is now.”
At Monument Advisory we adopt an approach that puts you in the centre of the picture. We will address the issues you worry about most such as “will I have enouch money to retire?” and “will I be working forever?” We design a plan that gets you on the path to the retirement you actually want.

Professionals

As a professional Monument Advisory will work with you to make the most of your income and foster the financial behaviors fundamental to the achievement of your future vision. You may be planning for a home upgrade, providing children with an education or evaluating the myriad of investment options available to you. We will create a plan so you can live the life you want and have a strong financial future.