Why Trust Us

We are not tied to any products or banks.

If a financial planner only offers one or two products, they are looking out for their best interests, not yours. At Discover, we always recommend the financial products that are best for our clients — not best for us or a bank.

We personalise every financial plan to the family’s needs.

Be aware of a financial planner who has a complete financial plan “for you” before even meeting with you. Every financial plan we create starts with a blank piece of paper. Only after we discover your dreams, goals and obstacles do we start to create a plan. Your plan.

We make financial planning easy.

Some financial planners make everything complicated and confusing. Every member of our
team makes money matters easy, straightforward and even fun so you are always 100% clear.

We advise based on our knowledge, experience and results.

We never instruct or sell. We suggest and advise based on your financial goals, the current markets, our past experience as well as our vast knowledge. The result: You achieve far greater financial results.

We offer a free Discover Financial Freedom Consultation.

Beware! Too many financial planners offer “consultations” that are really a slick sales pitch. At Discover, we don’t play those games. Our no-obligation consultation is designed around your short-term financial goals, your picture-perfect retirement goals and our proven solutions that make your ideal lifestyle a reality.