About
“We offer top-rated comprehensive financial planning advice to business owners and wealthy individuals that is designed to both grow and protect their assets.” Ray Best, MD
Why clients choose us
Although we have a plush office, we don’t have a Picasso hanging on the wall.
Nor is there a photocopier printing out boring, never-to-be-read reports at a thousand sheets a minute.
You’ll quickly realise that we’re not here to show off or bamboozle you. We have a very clear focus on our work, which we take very seriously.
We’re here to help you or your business make money, save money, and become more resilient for the years ahead.
A first meeting to remember
The other thing that may surprise you when you meet with us is how much we already know about you and your financial arrangements, so the meeting won’t end with a vague promise to get back in touch soon.
Instead, we will have gleaned the critical information in advance, so that at our meeting we will have an inkling of strategies that can move you further forward in life.
So, when you turn up, we’ll be offering ideas and solutions that will help you or your business – not “Umms” and “Aahs.”
Decades of experience
We’re able to hit the ground running because we have decades of experience helping clients turn their dreams into reality.
As a result, we will take an overview of all your financial arrangements and find intelligent ways to restructure them so that they are optimised for stability and growth.
Whether you’re a soon-to-be retiree or a time-pressed business owner, what we won’t do is give you wishy-washy advice or a brick-thick dossier filled with hard-to-fathom suggestions.
We’ll offer straightforward, easy-to-follow, actionable advice that will help you make positive changes quickly. And we’ll make sure that we quickly connect you with a member of our team that you feel happy working with. Not being passed from pillar to post.
Our unique, systemised, ongoing solution
For business owners, we offer something very different from most financial advisers and corporate planning specialists, many of whom will walk away once they’ve handed over their report—job done. That’s not the way we do things.
Instead, we’ll set you up with proven tools and systems that will enable you to control your business’s financial arrangements on an ongoing basis.
That way, there’ll be no need for last-minute panic at financial year-end. Or endless hours of research trying to find the best tools on the market to keep your business running.
By combining our expert financial advice with the systems we implement, you’ll be in an incredibly strong position to plan for the years ahead.
The best call you’ll ever make?
If you’re interested in growing your business and your personal wealth, we’re the firm for you.
In fact, our records show that we’re able to help more than 70% of the people who come to see us. And if we can’t, Then we’ll quickly tell you so you can try someone else.
Your first phone consultation is always free; we don’t charge a penny for any initial feedback we give. You can explain your situation to us in complete confidence, and in return, we’ll give you some ideas of what we might do for you if you want to take the next step.
If you do, we’ll meet up in our (Picasso-free) offices and give you a more detailed breakdown of the solutions we’ve come up with, including any expenses you’ll incur if you decide to work with us.
The advice we give is not something that can be taught at school or picked up from books. Great corporate financial planning only comes from experience, which we have in abundance.
You may even have seen our MD sharing his knowledge about financial matters in print. When he’s not busy helping clients plan for a brighter future, he’s a regular contributor to financial forums.
Get to know Ray
It’s vital that you have confidence and trust in whoever offers you financial advice. We encourage you to take the time to get to know us and discover if we are the right fit for you.
Frequently asked questions
Find out what happens at your first meeting with us, how we operate, and whether we are suited to helping you.
What our clients say
Discover what our clients think of us and how we help them succeed.
UnaVida are trustworthy, honest, and reliable.
Ray's philosophy to finance was aligned with ours.
I look at Ray as a friend, rather than just an adviser.
Why choose us
Find out what we mean by the “UnaVida approach” and why we stand apart from most other financial advice firms.
Resources
Choose from our extensive library of informative guides, helpful videos and insightful blogs.
