Perspective through PlanningWe are client-focused financial service professionals, with over 20 years experience in the financial services industry.

Ian Bagnell

Our clients know they can rely on:

  • a defined, consistent approach to financial planning
  • a commitment to a long term relationship
  • a clear & transparent map to execute your financial plan

We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.



Ian's Blog Posts

Five Common Misconceptions When Purchasing Life Insurance

21 May, 2019

Five Common Misconceptions When Purchasing Life Insurance Read more

Phil Taller

13 May, 2019

I recently had the chance to hear Phil Taller, portfolio manager for Mackenzie U.S. Mid Cap Growth Class speak at Mackenzie Due Diligence... Read more

  • Being on par in terms of price and quality only gets you into the game. Service wins the game.

    - Tony Alessandra
  • One of the great secrets of life is that all that is really worth doing is what we do for others.

    - Lewis Carol