James Reynolds, ADFP
Director and Financial Adviser
"Over the last 10 years, I've seen so much of the financial planning industry simply focused on themselves. Clients weren’t getting what they wanted and what they needed - they ended up with products, but where was the plan? When did they tick off their goals? I have a vision for a business and experience, that delivers what's missing.”
“Helping people intentionally create financial success on their terms, is a great feeling. As we collaborate, I see their contentment with life grow - they don’t need to know it all, or do it all by themselves. It’s transformational … for them and me."
A workday in the life ...
GET FUELLED 8.01 AM
Drop in for a coffee at Belmondo’s to kick start the day.
MEET WITH CLIENTS 9.00 AM
Catch-up with clients on board the Catalina at Noosa River. Talk through progress, deal with an “uh oh” moment, and make a few adjustments to the plan to get back on track.
CLIENT STRATEGY + SCENARIO MODELLING 10.42 AM
Dive into the details and get creative about options for a client who wants to build their side business into something bigger, while still working full-time, to keep the money coming in.
BREAK 12.35 PM
Take some lunch down to Noosa River, and go for a walk in the sunshine.
ACCOUNTANTS + LAWYERS + MORTGAGE BROKERS 1.23 PM
Phone calls with a few professionals, where we’re project managing some work for a client.
BUSINESS BUILDING 3.11 PM
On the phone with our business coach, talking through ideas for how we can best help our clients and our wider professional network. We’re really focused on building a win-win business.
CELEBRATION 4.29 PM
Receive a call from a client letting us know their offer on a new home was accepted…but, was a bit over budget. Have a peak at real estate pics online and make a note to check what needs adjusting in their plan.
GET OUTSIDE 5.11 PM
Head off for a walk through the Noosa National Park. Stop to take in the amazing view from the northern end of Sunshine Beach.