Today Advice is a privately owned Advice business. In 2017 Don and Rebecca envisioned an authentic, client focussed approach in a progressive and knowledgeable business. Hence Today Advice was established with a sound philosophy on how we treat and attend to our clients’ needs. Our clients are the reason we are here.
We want to be the benchmark that our industry aspires to
By initially focussing on aligning your goals to your values, we ensure that your advice is designed specifically for you, to achieve what is important to you, based on your deepest held beliefs.
We are committed to ensuring that you receive the service you deserve and pay for. This is the only way to ensure that you have the highest chance of reaching your goals.
We are proud to say that our new clients find us through other clients or other professionals. We do not pay “referral fees” to anyone that sends us clients. It is confirmation that we are doing the right thing that people refer to Today Advice because they have trust and confidence in the work that we do.
We operate strongly on our values and we know by us demonstrating this, we attract clients with similar values to us.
As a result we have clients of every age, from 19 to 98. We have clients from a variety of backgrounds and a range of occupations. We do not have a minimum investable amount or a specific geographical location, but what we see is that our client base demonstrates the same values as us.
This has attracted clients in QLD, NSW, VIC, TAS and WA. We are bound by a common purpose.
Our Core Values
These values are our Why. These values determine everything we do in our business from how we form our relationships to the quality advice that we aspire to. These words are more than words to us, they are our lifeblood. We find ourselves attracting clients who hold the same values as important to themselves.
Honesty, Transparency, Fun, Family, Caring, Attitude, Quality
Our Purpose
The values drive our purpose for doing what we do, the way we do it. It is represented in the following mission statement:
To help people who are motivated to make a positive change in their lives.
How to get started
To start making informed financial decisions call our friendly office to arrange a conversation with one of our team.