About Me

Why You Should Use Quest Financial Planning? Our Objectives: Our role as financial planners is to help you manage and make informed decision about money. That is, how to build, protect, and manage your wealth - all for the reasons that are important to you.Understanding: We strive to make sure that we have a clear understanding of your financial aspirations. Quest FP will present your written financial plan in an easy-to-understanding manner allowing the client to embark on a journey of financial understanding.Strategy not products: When we look at a client position, after getting an understanding of their financial aspirations, we assess what strategies would best suit our client’s objectives. We then discuss the options with you and together we implement the strategy, that is, the strategy our clients are most comfortable with - as not one strategy best suits every financial position. So, we have the freedom to provide our clients with a clear strategy to help them achieve their financial goals. Boutique: We make a concerted effort to operate as a small firm to provide you with personal service with the research and knowledge from a big financial institution, it allows for direct contact with the principle advisers, are accessible to our clients who are mainly small, medium businesses and individuals who want to grow, are growing or are already high net worth persons.