Essentially Financial

Our Vision

At Essentially Financial, we believe that financial planning isn't just about numbers and investments. It's about you, your aspirations, and navigating life's unexpected twists and turns. Our mission is to empower individuals to achieve financial clarity and pursue a fulfilling life by their own design.

Who We Are

Led by Les Conway, a seasoned financial planner with over thirty years of experience, Essentially Financial formed in 2010 with the vision of becoming trusted partners in the financial journeys of our clients. Our team of experts works collaboratively to provide personalized, holistic solutions tailored to your unique circumstances and goals.

What We Do

We take a comprehensive approach to financial planning, encompassing every stage of your life and aspirations. Our services include:

1. Discovery & Goal Setting

• Understanding your aspirations and financial objectives
• Defining specific milestones and targets
• Identifying potential roadblocks and developing strategies to overcome them

2. Financial Planning & Investment Strategy

• Developing a tailored financial plan that aligns with your goals
• Creating a diversified portfolio that aligns with your risk tolerance and investment objectives
• Regularly reviewing and adjusting your plan to ensure it remains relevant and effective.

3. Life & Protection Planning

• Assessing your need for life insurance and other protective measures
• Planning for retirement and later-life needs
• Providing guidance on estate planning and succession strategies

4. Review & Monitoring

• Regular review meetings to track progress and make necessary adjustments
• Ongoing monitoring of your investments and financial situation
• Proactive advice and guidance as your life and goals evolve.

Our Approach

Our philosophy revolves around practical solutions to good financial planning, focusing on:

• Identifying and quantifying your objectives to ensure clarity and direction.
• Adapting to changing circumstances and unexpected events.
• Understanding and mitigating potential risks.
• Providing transparency and clear communication throughout the process.

Contact Us

To discuss your financial planning needs and explore how Essentially Financial can help you achieve your goals, please get in touch with us today.