About
What is the meaning of wealth?
We consider your overall health and wellbeing to be of the utmost importance. So we like to get a full picture of your life. It determines where you’re at, where you want to be and how you want to achieve it. That’s central to how we work.
We’re in it for the long-term, discussing options as things change, and making appropriate recommendations. We’ll make you think, challenge you, but always with the goal of empowering you to control your financial future – on your terms.
Everyone at Logic Wealth Planning wants the best for themselves, their friends and family. We’re bothered about people, and that’s the way it should be. We always ask if the service we give would be the kind of service we’d like to receive.
Because we know how it feels to deal with life’s ups and downs, we know it’s great to have someone who listens, and really understands. We like to extend that to our clients, offering empathy and compassion. We think that’s a good starting point.
It’s only when you understand what you want to do with your life that you can make financial choices that reflect your trust and most deeply-held values.
So it’s not just about your money, it’s about health and wellbeing too.
