So what is the difference working with Money Tools as compared with other financial advisers, stockbrokers or wealth managers?

  • As an independent, fee based advisory firm our interests are completely aligned with yours. Money Tools is not an employee of an insurance company, money manager, brokerage firm or investment bank. We work exclusively for you.
  • We know what we don’t know and therefore have a comprehensive team based approach involving other professionals who can help you in every stage of your financial life. Money Tools want to be your trusted adviser and help you make wise decisions and implement smart strategies in all areas of your personal finances.
  • Whatever your level of wealth, Money Tools can help you gain financial peace of mind that comes from the knowledge that you are doing the right thing to achieve your goal.
  • You will have a diversified portfolio which uses the latest academic research and tax-management strategies to maximise after-tax return at any given level of risk that is appropriate for you.
  • We will work with you to help you clearly articulate sensible and achievable financial objectives and refine them over time.
  • We will design and implement a plan to achieve your goals, taking advantage of leading financial research and opportunities.
  • The overall result is a powerful vision of your financial future and a realistic plan to achieve it


We encourage you to contact us to ask questions or to set up an initial complimentary meeting to discuss your personal situation and our approach to financial planning and wealth management. All inquiries will be treated in the strictest confidence.