Unlike most financial planners you don’t need to be “high net worth” or have a certain level of investable assets, but you’ll need to be able to relate to the following:

  • You’re thinking about the future and, when the time comes, making a change in direction, whether that’s selling a business, working because you want to, not because you have to or spending more time with your friends or family. Whatever the reason, your finances will have an impact.
  • You have similar values to Ovation. You’ll appreciate honesty and working with someone who is prepared to challenge the status quo. We’re a team with a strong social conscience who don’t put profit above all else.
  • You’ll prefer long-term relationships over transactions.
  • You understand the difference between cost and value.

Blog: Reasons to be cheerful!

It might seem a bit of a paradox to some that investment markets have largely recovered since the unprecedented falls caused by the arrival of the coronavirus pandemic, in the face of a constant flow of negative news e.g. contracting economies, predictions of mass unemployment. A big question, why is the market appearing to be … Continued

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August 30, 2020

Episode 65 – Amy Florian on Grief, Loss & Transitions

We all struggle with grief, loss and moments of transition in our lives. Grief can come from many areas, whether that be from the death of a loved one or a change in life that leads to something being left behind. Chris talks to a grief specialist Amy Florian about how we can deal with … Continued

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