Pax Financial offers expert financial planning for individuals, business owners and professionals at all stages of their careers. Our advice is tailored to each client’s personal circumstances, hopes and dreams using an established financial planning process, as described by the international CFP® board. This ensures we give you insightful, accurate, relevant, professional advice to help you achieve your financial goals. We build a plan that looks at your present condition, including your income, expenses, assets and liabilities, and where you want to get to.
We’ll make sure that you have the best plan to reach your goals while also continuing to enjoy your current lifestyle. We’ll help you to make changes and modify your plan as your goals and priorities change with time, making sure your plan stays up-to-date. Your financial plan will be unique, a personal road map, tailored to your own individual circumstances.