WHY CHOOSE US?
Inspiring self-confidence around money
At Rivet Financial, we’re focused on helping you to make real, sustainable change that will enable you to become financially fit, to really enjoy your life, and to ultimately be in charge of your own financial world and achieve your version of financial independence.
From our very first meeting, we take a rounded approach that enables and encourages you to engage with your financial situation. We start by really listening to you and finding out where you’re at right now. Then, we guide you in building your knowledge and understanding of money, and help you gain clarity about your personal goals so that we can build a strategy and approach that is right for you.
Everyone has different backgrounds, beliefs, thoughts, attitudes and emotional responses to money and finances. So we take time to understand—and to help you understand more deeply—how you think, what your unique background and circumstances are, and what that means for your relationship with money. This knowledge highlights the reality that even the slightest change in a strategy or investment approach can make all the difference in achieving financial success in your life.
Financial advice, tailored for you
Our services range enormously—from financial coaching, strategy and investment guidance to very specific advice. In every situation, and with each individual client, our intention is to provide a safe and comfortable space for you to gain your financial fitness mindfully and to build your knowledge and understanding. We work with individuals and couples, helping you to gain control in your financial life in an environment of flexibility and understanding, supporting you to truly work together as a team.
There are times when you need specific financial advice. This may be to help you build and have control of your own investment portfolio, or to arrange to have it managed for you. At Rivet, we offer a very tailored approach that ensures your portfolio is focused on your unique personal goals and objectives.