Our History

aboutusSince 1989 more4life Financial Services  (ABN 68 126 525 737) has been working with, and being referred by, successful men and women who see us as their financial future facilitator.

 

Its all about you

Over this time we have come to realise that to give you the best advice and service, we needed to obtain our own Australian Financial Services License. That decision means real benefits for you.  You can rest assured that you are getting the most objective advice possible.  This is because we are not owned by a large Financial Institution who controls what products to provide.  We are able to be totally unprejudiced, which allows us to completely focus on your individual needs.

 

Do you live to make money, or make money to live?

Like all of our clients, you will probably see us as experts who primarily help you with your financial arrangements.  However we feel that our unique approach is so much more than that.  We take a holistic view of your life.  We believe that your money affects everything that is most important in your life – your family, your health, your work and your leisure.  The truth is, if you have a balance in all these areas, you are more likely to be financially successful.

Working with us, you will be taken care of by our staff who have complementary skills and service a specific number of clients, ensuring you always get individual attention. Our unique more4life process creates a comprehensive framework to help you realise your goals and objectives.

Founder James Walker-Powell has the ability to help you decide what is really important to you.  He is then able to devise innovative creative solutions.  This talent has been recognised by the Association of Financial Advisers.  James was selected from all financial advisers in Australia as a finalist in the Adviser of the Year Awards in 2005 and 2006.

More4life Financial Services places a high importance on building and maintaining long-term relationships with our clients – a commitment to superior customer service is a feature of the unique more4life concept.

 

“More like chatting with a friend than a financial adviser.”
Louise Vanstone, client.