The company has significantly assisted us over the past year with our financial planning. They transformed our previously scattered and disorganized investment portfolio into a cohesive, customized investment strategy that aligns with our risk tolerance.
Additionally, they provided a thorough life plan that has empowered us to prepare for retirement while still pursuing all our initial goals. Perhaps most importantly, we now experience a genuine sense of security and peace of mind. We no longer fret about our portfolio, as we trust it is well-managed with sensible contingencies in place, and if unexpected issues arise, the company will be there to guide and adjust as necessary.
From the outset, our adviser has delivered clear, concise, and thoughtful guidance. She has been outstanding throughout - professional, knowledgeable, and approachable. Fees were transparently explained and compared with the current charges we were incurring in our various investments.
My partner and I are not newcomers to this; we are both accomplished professionals and, like many, had our own spreadsheets and plans. We initially questioned the need for advice. However, looking back over the past year, we are both amazed at how much we've actually learned.
All of this has been provided with genuine compassion and emotional intelligence, making a significant impact. I would highly recommend anyone contemplating financial planning, especially during major life events, to reach out to the company. We are certainly grateful that we did.
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We’re a wealth management company that helps you ask more of life. We take the uncertainty out of your finances – with straight-talking advice to help you do more with your money.
Maybe you’ve started to think about your retirement. It could be you’re wondering how to juggle your family’s needs and your own. Or perhaps you just want the reassurance that your money’s working as hard as it can. Whatever the goal, we’ll build you an expert plan to get you there. Because some things are too important to DIY. Getting help shouldn’t be a hassle, so we’ll pair you with an adviser in minutes.
At NOVA (previously known as Octopus Wealth), you can chat to your adviser online, on the phone, or face-to-face. And we’ll do it all without an ounce of jargon. It’s smart, faff-free financial advice – on your terms.See more