Big picture thinking
At Addi House, we believe that financial planning is all about big-picture thinking. We're not just here to help you save a few dollars or invest in the latest hot stock - we're here to help you achieve your biggest financial goals and dreams.
We know that building wealth isn't just about making the right investments or saving money on fees. It's about taking a holistic approach to your finances and designing a roadmap that works for your unique situation.
That's why we work with you to understand your entire financial story, from your current income and expenses to your long-term goals and aspirations. We use that information to create a customized plan that will help you achieve financial security and freedom.
Whether you're just starting out on your financial journey or are looking to take your wealth to the next level, we're here to help you see the big picture and achieve your dreams. So, if you're ready to start building a brighter financial future, let’s chat.
Hyper Personalised Approach
Your situation is unique and so our approach must be too. We don’t do preset solutions - we take time to understand you, not a spreadsheet (though we do work really well with those too!).
We are proud to dive deep into understanding who you are before we recommend a strategy and advise you on a path forward. This ensures you get a solution designed for you and your individual needs and dreams.
Total integrity and independence
At Addi House, we're proud to be Independent Financial Advisers. But what does that mean for you? Well, it means that we're not tied to any particular financial institution or product. Instead, we're free to provide impartial advice and recommend financial products or services from a wide range of providers.
We are remunerated by our clients on a fee for service basis rather than charging based on a percentage of your wealth. We are therefore not incentivised to provide any particular financial solution.
Why is this important? It means that we're able to give you truly objective and personalized advice, tailored specifically to your needs. We don't push any particular products or services – our only focus is on finding the best solution for you.