The Wissenbach Approach

Our experience and understanding of our chosen market has demonstrated that there are seven common mistakes that most people make when it comes to financial planning. If any of them apply to you, it’s probably worth talking to us:

  • You’re too busy to give your affairs the attention they deserve
  • You are outstanding in your chosen field or profession, but you don’t have the specialist knowledge to create a really effective financial plan
  • You frequently use everyday approaches and financial products designed for the mass market
  • You pay too much tax, or anticipate that you will do in the future
  • You don’t have a written strategy or plan to guide your finances for you while you’re alive, but you do have a plan for when you die in the form of a will
  • You have allowed poor experiences with other professional advisers to influence your views on alternative sources of advice
  • You don’t know your Magic Number™

We have developed a unique process that provides a solution to these problems, guiding our clients towards financial independence and the realisation of their ultimate lifestyle goals.

Step One – The Value Clarity Process™

Step Two – The Desired Future Snapshot™

Step Three – The Magic Number Advantage™

Step Four – The Creation of a Really Effective Financial Strategy™

Value Clarity Process
The Magic Number
wissenbach guarentee


Thought of the week

"Time is more value than money. You can get more money but you can't get more time."

Jim Rohn