Straight Talking Money
We don’t do stuffy suits, we don’t speak bank jargon, nor do we like to confuse you or complicate things.
What we really do is provide you with straight talking money advice so you can live your best financial life.
Every element is designed to support your goals
Expert financial advice to help you plan and reach your financial goals
Life is filled with financial decisions, so whether it’s the time to start a financial plan or if you are simply looking for advice about mortgages, pension, life insurance or investing, we are here to help you might the right ones.
We believe that financial planning is a journey. While the plan itself is generally made up of four broad categories – mortgages, life insurance, pensions, and investments we like to think of these as the vehicles to help you reach your destination. It is likely you will require the use of one or all of these vehicles at some point or another on your journey.
Money is confusing. With our simple straight-talking process, we’ll help you figure it out.
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The platinum experience
No two clients are alike just like no two firms are alike, and a financial plan is not a one size fits all solution. This is why we created a unique and truly personalised and customisable client experience. Our modular planning process draws on an immense range of knowledge and services to help you take the necessary steps to improve your financial life. The specific blend of which is crafted 100% by you.
We know that effective financial planning is about setting priorities and that every great conversation starts with a good listener. That is why we start by really getting to know you. From there, with the help of state-of-the-art planning software, we help you figure out your financial life goals, prioritise what is important right now, and step by step put your plan into action.
All of this is performed hand in hand with your own dedicated and caring financial advisor who is always at your disposal to help you with mortgage advice, life insurance, retirement planning, saving and investing, tax and estate planning, philanthropy… the list of services can go on and on depending on your unique specific needs.
We’re always on your side so If you like the sound of what we’re doing and are looking for sound professional financial advice let’s start a conversation.
From start to finish, the team in Platinum Life made the whole application process seamless, easy, and very intuitive. I travel a good amount for work and have a busy life so not having to schedule and deal with medical examinations and to have immediate coverage through a highly rated company is the best.
The process is so simple. I completed the calculator on my laptop and had a policy before the end of the day. I already told people at my office about it.
So easy. Every other place made it difficult. I just wanted to know how much cover I needed, not what I could be sold on. A big thanks to Michael for taking the time to understand what I really looking for and for sorting out my life cover without any hassle.
Ready to discuss your requirement options?
speak to a member of the Platinum team now