At Connected Financial Planning we are: 

Professional – Our principal became one of the first chartered financial professionals in 2007. There is a deep commitment to education and development in our business and this enables us to provide the best possible service to you.

Interested - We mindfully listen to and seek to understand you, to gain a thorough understanding of your life as well as your finances. As a result of this deeper knowledge we can make plans that truly deliver now and for future generations.

Authentic – We engender greater levels of trust by being authentic in our desire to do the right thing for you and your family. Your financial requirements come before our own profitability at all times.

Vibrant – There is a youthful energy, a natural curiosity and a passion for working with people, that allows us to span the generations and talk to people of all ages in their language. This is important as it ensures all interested parties are educated about a family’s financial situation