Frequently Asked Questions
How can Addi House help me with my financial planning?
At Addi House, we provide expert financial advice to help you align your goals with your values. We create strategies tailored to your unique needs, helping you build financial clarity and confidence for today and the future.
What makes Addi House different from other financial advisers?
How do I get started with Addi House?
Financial Planning & Goal Setting
How do you help me align my financial goals with my values?
We start by understanding what is most important to you, your values, priorities, and aspirations. From there, we create strategies that reflect your unique goals and help you achieve them with clarity and confidence.
Will I have enough money to live the lifestyle I want now and in the future?
We create personalised financial strategies to ensure you can enjoy your lifestyle today while securing financial stability for the future.
How can I financially support my children while achieving my own goals?
Cash Flow & Budgeting
How do you structure a cash flow plan for my income and expenses?
We analyse your current income and expenses, then create a customised plan that aligns with your financial goals, helping you manage spending and capture surplus.
How does cash flow planning help me achieve long-term goals?
By systemising how you manage your money and capturing surplus income, we ensure every pound is working efficiently to support your savings, investments, and future goals.
Can you help if I feel like I earn a lot but have little to show for it?
Yes, we provide strategies to identify spending patterns, reduce inefficiencies, and ensure your income is working toward your financial priorities.
Mortgage & Home Ownership
What is an offset account, and how can it help with my mortgage?
An offset account is a savings account linked to your home loan. The balance offsets the loan principal, reducing the interest you pay and helping you pay off your mortgage faster.
Can I use the equity in my home to buy an investment property?
Yes, we can help you understand how to access your home’s equity, assess risks, and structure the debt effectively to support your investment goals.
How long will it take to pay off my mortgage?
We analyse your current mortgage, develop repayment strategies, and provide clear timelines to help you achieve debt-free status faster.
Estate Planning & Legacy
What happens to my super when I die?
Your superannuation is not automatically part of your estate. We help you understand how super beneficiary nominations work and guide you in making decisions that align with your wishes.
How do you help ensure a smooth transfer of my wealth to my family?
We provide tailored succession planning strategies to ensure your assets are transferred seamlessly, in alignment with your wishes and with minimal tax implications.
How do you ensure my legacy reflects my values?
Our approach begins with understanding what matters most to you. We design personalised strategies that ensure your wealth supports the people and causes you care about while preserving your core values.
Ready To Get Started?
Start your journey with a complimentary, no-obligation chat
Knowledge Hub
Publications
Kearsten and Addi House Featured in FS Advice Magazine
