Fine-tune your finances and fuel your future

Financial planning advice for professionals and business owners who want to optimise their money strategy.

Sound familiar?

You're kicking goals in your professional life, but don't feel like you've mastered your personal finances.

At Engine, we empower you to make intelligent financial decisions that strike a balance between enjoying today and securing a future filled with potential.

Eliminate the money mental load

Know where you're heading

Have a clear idea of what you're working towards and the milestones you want to reach along the way.

Automate your money

Organise your financial life with structure and systems in place to get your money strategy working on autopilot.

Progress with purpose

Forge forward confidently with informed and savvy financial choices that align with what's most important to you.

Block out the buzz. Run your own race

Let's face it, figuring out if you're financially on track can be tough with the noise of picture-perfect social media posts, Google's advice and BBQ chatter.

That's where Engine steps in. We're here to help you ignore the buzz and focus on what's important – your own unique goals. We help you with the strategies, steps, and systems to get your financial life running smoothly.

We believe in keeping financial success straightforward and stress-free. Your money should be doing the hard work, freeing you up to enjoy the good stuff in life that truly matters.

Beyond the bank balance

Money's not just about the balance in your accounts. It's about your life, your experiences and your priorities.

We understand this.

We take the time to understand what money means to you, providing advice that meshes perfectly with your unique financial situation.

Our clients often say we have a knack for simplifying the complex. They walk away from our meetings feeling clear and confident, knowing they're on a solid financial path that aligns with their life plans.

While I had diligently saved a solid percentage of my salary over a long period, I hadn’t taken the step of investing these funds to get them working harder for me. I reached out to Alec as I was looking for guidance on the most appropriate investments through a tax effective structure.

Alec stepped me through the process where we discussed what I was looking to achieve over the short and long term, both financially and personally. We went through the fundamentals of investment risk and the various investment options to get to a recommendation that fully aligned to my situation. The end result was establishing a medium term and long term portfolio which aligned to my expense goals over time. We used a tax effective vehicle to invest a large portion of the money due to my high personal marginal tax rate.

If you want practical, straight shooting financial advice that get’s your assets working harder for you, go and see Alec.

Angus

We met with Alec as David was considering alternative career paths which would mean a change in our financial position. We also had some savings and we were seeking guidance on how to best invest this money in line with our potentially changing situation.

Alec did some detailed financial projections for us based on various scenarios. Visualising this really helped us to gain clarity on what was going to be viable from a cash flow perspective. The projections included our goals for our children's education, regular holidays, car upgrades, super contributions, career changes, mortgage repayments and regular investment into a portfolio that aligned with our risk tolerance.

We have no hesitation in recommending Alec’s services. He was able to quickly understand exactly what we were trying to achieve and explained the options available to us in a way that was easy to understand.

David and Leila

We were both earning good money and comfortably meeting our living expenses, but as our mind turned to the future, we wanted to make sure that our family was protected should one of us lose the ability to earn an income. We reached out to Alec to help us understand our options.

Alec helped us understand the different types of life insurance cover which pay out under different medical situations. He asked us about our personal and financial goals and helped us to understand the additional expenses that might be incurred when someone is sick which we hadn’t thought of.

Our experience with Alec was fantastic and we would highly recommend his services to anybody.

Ben and Kelly

Subscribe to our newsletter

Get Engine Financial Services perspectives in your inbox

"*" indicates required fields

How to manage the cost of living crisis and keep your financial goals on track

30 Jan 2025 | Strategy

Struggling to keep up with rising costs? With a few smart moves – like an expense audit and a cash flow strategy – you can take back control of your finances and stay on track for your long-term goals.

Read article

How to stop working early: Freedom on your terms

17 Jan 2025 | Behavioural

Ready to step back from work and live life on your terms? Discover strategies to bridge the gap before retirement, optimise your income, and create a future of financial independence.

Read article

The goal-money connection

18 Sep 2024 | Strategy

Discover how aligning your financial strategy with your goals can turn dreams into reality, and learn how a goals-based financial planner can help you create a personalised plan for success.

Read article