About Us

Seeking different

Kimberley Sare LLB (Hons) FPFS, TEP
Founder | CEO

We're all on this journey together.

I think sound financial planning is the crucial foundation on which an interesting and fulfilling life is built. I am focused on my own wellbeing and fulfilment, on the same journey as my clients.

As a mum the passage of time is now measured by my daughters milestones. It’s really flying by.

I make time for learning about science, nutrition, advancements in AI. Being with friends and family, in a field when possible, is vital to me these days.

My passion is working out what’s vital to you and helping make it a reality.

Stephen Sare BSc Psychology (Hons) PGCE
Founder | Operations Director

My best worst experience.

Back in 1999 I was sat at my mum’s bedside saying a premature goodbye. She was 48.


She’d worked hard and was financially secure. She would have traded that in a heartbeat to go on the safari that never quite happened. To have written the book she never got around to. To have spent more quality time in the company of her family and friends rather than her colleagues.


Possessing the knowledge from a young age that life is short, I try my best to forge forwards, grow, learn, live in the moment.  For me that has meant endless travel, working abroad, disparate careers, screenwriting and two cheeky kids. It’s still evolving. 

Our superb support team

Our unparalleled experience and expertise.

Our support team consists of seven incredible people, each with their own carefully curated skills, experience and qualifications. Collectively, they have amassed over 100 years’ experience. 

The team help us prepare for meetings, build the picture, identify solutions, research options and all the other stuff that it takes to do a great job for our clients. 

Expert, event specialists

Financial planning isn’t a one-off action, it’s a collaboration which can span a lifetime. But it’s these pivotal challenges which prompt an acute need for financial planning.  It’s here we will begin our connection.


Mother and son playing outdoors, having fun and toothy smile

Nurture

For people caring for others

A smiling Caucasian female sitting on the bench, among her houseplants.

Transition

For people starting a new chapter

Couple laughing while standing on the balcony of their holiday rental and looking at the scenic view during a vacation

Legacy

For people dealing with the  future

Life is short. Get after it.

Financial planning to help you flourish

Be guided by us

The right fit?

It's really important that your financial planner is a good fit for you. There's only so much you can ever glean from a website, so why not organise a chat. We'd love to find out more about you and to see if we can help.
Book a call with us