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 to make a change in direction, whether that’s selling a business, working because you want to, not because you have 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.

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Blog: The Fastest Budget Summary in the West! 

We always find the race to produce a budget summary a little dull and whatever happens life still goes on. This year we thought we would take a tongue-in-cheek look at what it might mean for you, a whole day before the announcement from Phillip Hammond.  

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October 28, 2018

Episode 48 – The Money Plan with Warren Shute

In this episode we have a special guest interview with Warren Shute. Chris talks to Warren about his new book The Money Plan, a brilliant resource for those who want to take control of their finances. Chris, David and Producer Tommo take a look at listeners questions and some radical #tightasstommo tips in an episode … Continued