What we stand for
The Brava Financial Services team has a values based approach to the financial planning experience, we help you understand what’s important to you and then help you build & maintain a Financial Roadmap in every area of your financial world (see more in the What We Do area of the website).
We strive to have deep levels of engagement and understanding of our client community so we can make a difference in their (and their families) lives.
Our client community tell us this is something they truly value.
We help our client community via trusted advice to make smart choices about their money that are in alignment with their goals and values.
This results in increased time to devote to the things that are most important to you by project managing your Financial World.
We look to assist you by tracking and discussing your progress towards the achievement of your stated goals whilst staying true to what’s important to you (both financially and non-financially).
We want to help provide valuable and meaningful financial education to increase your financial IQ as part of making better financial decisions and taking ownership of your Financial World.
We want to work for you and be considered your ‘life concierge’ by being a regular part of your life, offering proactive life advice through an ecosystem of partners.
We know that in your world in terms of advice needs every day, financial advice is not always top of mind.
We strive to be a more positive part of your daily lives and address more of your needs and intentions to make sure the advice we provide is relevant.
We believe that providing advice and support is about confidence and trust.
When you talk to us about your finances, we know the impact of our advice is broader than just providing financial advice – it is part of the guidance you need to make major life decisions.