It's Not About Us, It's About You
Planning Futures
A Proven Approach
A Proven Approach
The people we have worked with have created and established programs and portfolios to meet their financial goals with our help.
So, if you have questions about investments, taxes, retirement, and/or estate planning, we would be very happy
to assist.
Our service is highly personalised and dedicated to you, our clients. We are here to help
The people we have worked with have created and established programs and portfolios to meet their financial goals with our help.
So, if you have questions about investments, taxes, retirement, and/or estate planning, we would be very happy
to assist.
Our service is highly personalised and dedicated to you, our clients. We are here to help you and your unique circumstances relate to your current financial situation and future requirements.
From experience, the trick is often as simple as trying to strike a balance that ensures you are able to enjoy your life and then potentially cascade your wealth to future generations should you wish to do so.
No future is too big or too small for us, our goal is to simply help create a positive and affordable future for you so that you can live your live's with the minimum of financial concern.
We fully understand that financial planning for your future can be scary and uncertain, especially in today's economy and lack of trustworthy advice.
Rest assured, in our hands we can help families, businesses and individuals with all types of backgrounds and ensure their financial hopes and dreams are met and, hopefully, exceeded.
A Proven Approach
A Proven Approach
A Proven Approach
People like you, need people like us and what we can provide for you. This is a personal, clear and understandable, step by step approach to help identify ways in which we can help.
You don't need to worry about the tricky technical bits as we will deal with that for you.
By combining what we know, with what we know about you, we will an
People like you, need people like us and what we can provide for you. This is a personal, clear and understandable, step by step approach to help identify ways in which we can help.
You don't need to worry about the tricky technical bits as we will deal with that for you.
By combining what we know, with what we know about you, we will analyse what you wish to achieve and compare that aim to your current arrangements and the approach you are taking. This is used as the basis to help you plan your future.
Your financial plan is then created by us to provide you with a recommended approach going forward. This is designed to meet your requirements and matched to the risk you are prepared to take, or not.
Should you wish to go ahead with your plan, we can then handle the paperwork to arrange your plan to be implemented for you.
Ideally, we would then meet with you periodically to monitor the progress of your arrangements. Any adjustments for a change of circumstances, or indeed tax and legal changes which may affect your plan can be made at that time. This then forms the basis of our ongoing relationship with you.
At all points we will be clear about costs and benefits of the services we are providing.
Why You?
A Proven Approach
Why You?
We have worked with many people who have a variety of financial experience, people who come from different walks of life. We all have this in common - a commitment to ethics and integrity.
Naturally, we are also fully licensed and qualified to help. You can count on unbiased recommendations and impartial guidance.
OneLife Wealth Advice Lt
We have worked with many people who have a variety of financial experience, people who come from different walks of life. We all have this in common - a commitment to ethics and integrity.
Naturally, we are also fully licensed and qualified to help. You can count on unbiased recommendations and impartial guidance.
OneLife Wealth Advice Ltd was established by
Richard Wheatley APFS, CFP™, Chartered MCSI in 2016 after 25 years experience creating and maintaining long term financial relationships with clients for major financial institutions.
Experience
So who would you deal with?
Your adviser, Richard Wheatley APFS, CFP™, Chartered MCSI, owner, and founder of OneLife Wealth Advice Ltd has over 25 years of financial planning experience.
Richard strives to ensure that we are repeatedly trusted to apply our knowledge and experience to guide and assist you with your financial requirements. The aim is to establish very long term financial advice relationships with you, your family, and your business, sustained over decades, not minutes. We take the time to build that trust by having a deep understanding of your situation and ensuring you clearly understand the impact your finances have on your current and future lifestyle decisions. That trust is hard earned and we never forget that we advise you, not your money.
The company is at the forefront of understanding this quickly changing economy, the financial environment and the impact it has on your lives. We work closely with you and are fully committed to meeting and exceeding your expectations. We also believe in keeping our services competitive and provide face to face advice coupled with state of the art Apps for your mobile device along with Internet access so that you can keep up to date with your financial information via our secure website links 24/7/365.