Life's not a rehearsal
Rather than leaving the future to chance, we help you plan ahead, so you can enjoy life more.
Planning is the best strategy
We are financial planners, not just advisers, so instead on focusing on products and marketing the latest and best investment ‘trends’, we focus on helping clients understand how their money will meet their needs, at various stages in life.
What makes us different
We tell people the truth about money; how much they really need! (i.e. we don’t solely focus on financial products, or play the unwinnable game of trying to chase the best or most ‘sophisticated’ investments of the month).
Who do we help?
Our clients are typically business owners, those seeking to maximise their potential for financial independence & those near retirement. We also help clients who are fully retired or financially independent but require support with estate planning and passing on their wealth to future generations.
Your journey with us
We begin by getting to know you and what matters most to you. From there, we assess your finances and begin to create a draft plan, which we then discuss and finalise before putting it into action. After that, we maintain regular contact to ensure everything stays on track.
Establish Goals
We establish your life goals, personal circumstances, aspirations and concerns.
Financial Information
We collect all relevant personal and financial data and establish your perceived risks.
Analysis
We assess your financial information, including any strengths and weaknesses, taking your goal(s) into account.
Strategy & Plan
We consider strategies and meet with the client to discuss then agree upon a plan.
Implementation
We provide recommendations & implement the plan, which can include items such as completing applications or moving assets.
Ongoing Service
We usually meet annually to monitor progress, keep the plan on-track, and consider any changes to circumstances.
Financial News & Resources
Knowledge is key to confident decisions — discover our latest news and insights to help you make the most of your money.
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A time traveller’s guide on how to financially plan for change
Many people have been through these transition periods that you might expect to experience in your life. Read five insights from those who have been…
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What past market volatility has taught us about investor behaviour
The current situation in the Middle East has led to market volatility. While it might seem new, similar movements have happened before, and looking at…
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4 ways you could pass on wealth and protect your chosen family
Deciding how to pass on your wealth, and who to, isn’t always straightforward. Learn four options for leaving an inheritance for your chosen family.
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How a marginal gains strategy could improve your wellbeing
When you’re looking to boost your wellbeing, even just a few small changes to your lifestyle can have a big impact. Learn more about the marginal…
What our clients say
I have been a client of Savant (David Milne Snr/Jnr) for over 30 years and have always experienced… Read more
Grant McGregor
David and his team are fantastic. I would highly recommend Savant Financial to anyone. David is so… Read more
M.Clark
I have been with Savant Financial for nearly 40 years and have recommended them to many of my… Read more
Colin Frew
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