Salus, Roman goddess of prosperity and wellbeing, was chosen as our company name to reflect our philosophy that financial advice is about far more than just money.
Our vision is to partner with our clients to help them identify what’s most important to them to have a sense of financial wellbeing and put plans in place to work toward achieving that outcome. This means that our relationships with clients and understanding of their life and circumstances is at the heart of everything we do. We know nothing stays the same forever, including your priorities over time, so we aim to ensure our advice can evolve along with life’s changes.
- We are a privately owned business.
- Your adviser will take the time to get to know you well, making the advice tailored and personalised with your objectives in mind.
- While planning for the future is important, we recognise that enjoying life along the way should also be a priority and aim to find a balance between the two.
- We believe an advice relationship is a partnership. Without mutual commitment achieving goals is significantly harder, so we will work hard to ensure we understand what is realistic for you given your circumstances and to provide the level of support you require to keep you on track.
While we are privately owned and are primarily a fee-for-service business, we do accept insurance commissions from insurance providers when policies are negotiated for clients so do not describe ourselves as independent. We are able to offer insurance advice on a no-commission, fee-for-service basis on request.