Financial Planning
Strategic Guidance to Build, Manage, and Protect Your Wealth
Understanding your goals, driving your success
We take a personalised approach to financial planning, starting with what matters most to you. By understanding your values, goals, and motivations, we help you prioritise and create strategies that align with your vision for the future.
Whether you’re planning for today, tomorrow, or the next generation, we provide clarity and confidence in every financial decision.
WE CAN HELP YOU WITH:
- Defining your financial goals and aligning them with your values
- Evaluating affordability for lifestyle upgrades like home renovations
- Developing strategies to achieve short-term and long-term financial goals
- Analysing cash flow, debt, and funding options for significant decisions
- Ensuring your financial security for the future while living the lifestyle you want today
HOW IT WORKS
Our Simple, Proven Process to Financial Success
From discovery to action, we guide you through every step, ensuring your financial goals are within reach.
“Kearsten and the team at Addi House are fantastic to work with - always promptly offering sage, easy to understand financial advice as well as providing that extra support to ensure all initiatives are enacted in a timely and considered fashion. I highly recommend them to anyone seeking support to manage their finances well.”
Claire P
Ready To Get Started?
Start your journey with a complimentary, no-obligation chat
Frequently Asked Questions
How do you help me align my financial goals with my values?
What kind of banking structure do you recommend for managing cash flow?
Can you help if I feel like I earn a lot but have little to show for it?
How does cash flow planning help me achieve long-term goals?
Is cash flow planning only for people with irregular income?
Knowledge Hub
Publications
Kearsten and Addi House Featured in FS Advice Magazine
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Estate & Legacy Planning, Podcasts
Navigating Life After Loss: Kearsten James on the Life, Loss & Legacy Podcast
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