Why choose us?
We aim to guide you towards a financially free life. What does that mean?
It means you can work towards achieving everything you have set your heart on, and that you will have the money and our support to do so.
Put simply, safe and sound financial planning adds not only real value to your hard-earned money, but also value to your personal life, by allowing you to focus on things you want to do in life with less of the financial worry.
Why you should choose us
The last thing we want is for you to spend your life saving and growing your money, to leave behind funds you cannot enjoy.
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We work with you to help keep your finances on track, but at the same time encouraging you to enjoy the finer things in life when money allows. Life is short, it’s a balance and you should enjoy every minute.
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Universe was chosen as our name as it reflects how we approach our clients and their finances. We step in to your ‘universe’, whatever that may look like, and make sure all of the financial elements are running seamlessly for you.
We promise to only give you the advice and guidance that we would give to our own family, after all, we want every slice of advice to pass the family test! We want to empower you to live a life you never thought possible, and to enjoy that along the way with you.
All you need to do is think up what your perfect life looks like, and we can help you understand how to achieve it.