WHAT WE DO
OUR APPROACH – We believe the essence of success is in making the very best financial decisions for yourself and your loved ones. By working in close partnership, we’ll give you the security and choices you want with the confidence you need to take life changing actions when the time is right.
WHAT WE OFFER – EagleView Financial offers financial coaching to help you fully understand your objectives and financial position. We work with you to grow your wealth, supporting your decisions and developing outcomes based goals for your future. We provide perceptive and thoughtful coaching in both group and individual formats, delivered in an objective and non-judgmental environment. You will be treated with care and respect and a genuine desire to see you succeed.
HOW WE CAN HELP – When you take the opportunity to invest time in planning your future, it increases your sense of financial wellbeing. You feel more at ease and become confident about making good decisions.
Life changes constantly and it can be hard to keep up, even with the best of intentions. That is why it is important to have an coach who will be there to help you celebrate important milestones and offer guidance when life throws you a curve ball.
“Penny took the time to not only help us better understand our own financial position (which I thought I already knew), but she walked us through step by step all of our options. As a result our financial position is in an even stronger position than I thought was possible. Penny is highly personable and professional.”
– Adam Sales, professional and family man
“Penny provides consistently sound and thoughtful advice that genuinely takes into account what I’m looking for from life.”
– Rachel. Mother and financial services professional
“Penny’s thoughtful, careful analysis of my finances and personal situation was refreshing and very reassuring. She’s a real ‘go to’ person for anything relating to financial security and independence. “
– Rosemary, company director and mother of three