Financial Planning Advisor
Our unique process called more4life helps you realise your goals and objectives, by taking a comprehensive view of your life – from your money to your family and everything in between. To find out more about each element of this unique process, click on the links below:
My Money
My Leisure
My Health
My Business
My Family
About Us
More4Life Financial Services can empower you to stay in charge of your life. Effective financial planning will spare you from the inconveniences that may arise..
Knowing When To Downsize
Understand the Sydney property market and when is the best time to sell.
Downsizing can be a massive benefit to set you up for financial success. By saving money on your mortgage or upkeep of a large home, and putting it towards your retirement fund you’ll be able to enjoy the equity that you have built up,rather than live in a house too big for your needs. Understanding when to downsize can be tricky. With the Sydney property market continuously a topic of conversation, it’s hard to determine whether know is the right time to sell. We break down the data and give you real tips for building the future you want.
Testimonials
Michael – Video Testimonial
Andrew – Video Testimonial
Siobhan – Video Testimonial
Neil JacksonThanks James for the fantastic and dedicated work you have done in achieving my trauma and income protection insurance payout arising from my recent heart attack and heart surgery.
Siobhan HeggieJWP (as I like to refer to James) is a terrific adviser, clever and astute businessman, and explains complex financial products and concepts in easy to understand terms.
Andrew K – SydneyJames does not simply sell or advise on the best products.
As an existing client of over 25 years, I have found James to be wise in recommending the proper products at the most competitive price.
What a fantastic summary on the current financial situation, and in particular how your businessMore4Life has managed to stand out from the industry in a positive light, helping your clients make good financial decisions for so many years.
Michael & Jenny Esposito
MaccaI was a fortunate neighbour to James for some years on and off where we became good friends.
In recent years he has taken hold of my “in very poor state” superannuation, Life and Trauma Insurance, income protection and all that stuff.
Andrew BraundRecently I found myself stuck in NZ longer than expected due to a snowboard injury.
Whilst I was in pain I didn’t think it was too serious until 24 hours later when I finally went to the medical centre.
Read full testimonial…
P M Barnes Insurance ClaimantI would like to thank James and his team for their support in my time of need. Things got a little scary for me when I collapsed from a burst aneurysm inside my skull in late September Read full testimonial…
Philip Hogan BarristerMy first contact with James was when I had just commenced practice as a Barrister. The concept of going into business in my own right was a daunting one and I appreciated James’
Read full testimonial…
James has been our finance advisor for over 17 years. The service and personal attention we received from James has always been excellent.
Claude and Claudine Andre Long Term Client
Siobhan Newton ClientMore4Life came into my life about two years ago on the recommendation of a good friend. Since then, the piece of mind that James and his team have brought me is immeasurable. Read full testimonial…
Retirement Planning ClientIn 2001, I was caught up in one of Telstra’s reorganisations and had the option of leaving with a redundancy package or moving into a joint venture company. Several colleagues were Read full testimonial…
Confidential Survey ClientsGood, personalised service with a commitment to actioning a plan. Very happy with the service to date.
News Update
02 May
18 Jan
