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: How Can A Financial Adviser Help You Be Happy?

One truth that comes from the study of financial wellbeing is that we don’t generally know what makes us happy. How can we become more aware of our own wellbeing, and what are the barriers we need to overcome? Society’s Barriers To Happiness Strange as it may seem, life in our Western societies are not … Continued

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December 8, 2019

Episode 58 – Interview with Anthony ‘Tas’ Tasgal

Episode 58 – Interview with Anthony ‘Tas’ Tasgal David and his co-conspirators Chris and Producer Tommo have a chat with author and strategist Anthony ‘Tas’ Tasgal about our behaviours and how we make decisions. Tas looks at changes that can be made for better money decisions with some fun exercises. Be sure to play along! … Continued

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