It may be an invention you never had the capital to realise, an initiative you would love to embark on if only you didn’t need to work to pay the bills, or simply a dream to be mortgage free and retire early and spend more time with your family.

Craig Pope Financial is very proud to offer a money planning service unique to our company.

In his many years of working in financial services, Craig saw time and time again that the existing services available to people were not enough to help them manage their money in a way that put their dreams and goals within reach.

Traditionally, a client might get help to obtain a mortgage or refinance, then be left to their own devices once the paperwork is signed. This approach leaves the client vulnerable to future financial decisions that aren’t aligned with their dreams, with the result that, in too many cases, those dreams go unfulfilled.

Craig realised that what was needed was a financial ‘wingman’ of sorts, someone to oversee a client’s finances on an ongoing basis and help them make financial decisions that are in line with their long-term goals.

That’s how Craig Pope Financial’s Money Planning service came about. This holistic approach to financial management gives clients ongoing support to achieve their dreams, beyond buying that first home, that investment property, that overseas trip, right onto financial independence and a comfortable retirement lifestyle, maybe even on that private island in the Med.

We look at your finances and manage them for you holistically, using our experience and expertise to do what you don’t have time to do yourself amidst all the busyness of everyday life: actively facilitate the realisation of your dreams by leveraging your finances in the best way possible, without giving up every treat along the way. We believe balance is key, and we want you to enjoy your life right now as much as in retirement.