Business Details
37 Years
experience
Your Trusted Financial Advisers in Brookvale NSW
More4Life Financial Services has been delivering tailored financial advice and coaching since 1989. Our team specialises in empowering legal practitioners, senior executives, and small business owners through comprehensive financial planning. The proprietary More4Life Process integrates your personal and professional goals, addressing wealth management, insurance, retirement strategies, and intergenerational planning.With decades of combined experience, we prioritise client-centric solutions and transparent communication. Our proven track record includes resolving complex insurance claims and optimising financial outcomes for clients across Sydney and regional areas. We maintain rigorous professional standards through ongoing education and adherence to regulatory frameworks.
Services
Financial Advice
Financial Coaching
Financial Planning
Estate Planning
SMSF Services
Insurance Claims Assistance
Investment Strategies
Retirement Planning
Business Financial Planning
Tax Planning
Details
- Year established: 1989
Highlights and features
- We have over 30 years of experience in financial advisory services.
- Our unique More4Life Process offers a comprehensive approach to financial planning.
- We provide personalised financial coaching tailored to your life goals.
- Our team has successfully handled complex insurance claims and financial strategies.
- We serve clients across Sydney and surrounding areas with local expertise.
Associations and certifications
- Australian Financial Services Licence 316809
What people say
Fantastic support
Proven expertise
Personalised service
Successful claims
Long-term trust
Services
Financial Planning
Our financial planning services create tailored strategies for wealth accumulation, retirement, and intergenerational transfers. We analyse your assets, liabilities, and goals to develop actionable plans. Clients benefit from ongoing reviews and adjustments to ensure long-term financial security.
Financial Coaching
Personalised financial coaching helps clients understand and manage their relationship with money. We address debt reduction, budgeting, and wealth-building techniques. This service empowers individuals to make informed financial decisions aligned with their lifestyle goals.
Estate Planning
Comprehensive estate planning ensures your assets are distributed according to your wishes. We assist with wills, power of attorney, and trust structures. Our approach minimises tax liabilities and protects your family's financial future.
Insurance Claims Assistance
We advocate for clients during insurance claim processes, particularly for trauma, life, and income protection policies. Our expertise resolves disputes and accelerates approvals. This service provides critical support during challenging life events.
SMSF Services
Specialist advice for self-managed super funds covers establishment, compliance, and investment strategies. We help clients optimise retirement savings through tailored fund structures. Ongoing administration support ensures adherence to regulatory requirements.
People
James Walker-Powell
Financial Adviser
With over 25 years of experience, James specialises in complex financial planning and insurance claims advocacy. He holds advanced certifications in financial advice and has helped clients secure millions in insurance payouts.
Alison Walker-Powell
Client Services Manager
Alison coordinates client relationships and financial planning implementation. She brings 15 years of experience in financial services and ensures seamless delivery of advisory solutions.
Questions
What financial services do you specialise in?
We specialise in financial planning, coaching, estate planning, SMSF management, and insurance claims assistance for individuals and small businesses.
How does your More4Life Process work?
The More4Life Process assesses your financial situation across five life domains to create integrated strategies tailored to your personal and professional goals.
Do you work with clients outside Sydney?
While based in Brookvale, we serve clients across Sydney and regional areas through virtual consultations and remote advisory services.
Can you help with complex insurance claims?
Yes, we have extensive experience resolving complex insurance claims, including trauma, life, and income protection policies with high success rates.
What makes your financial advice different?
Our holistic approach combines financial expertise with personal coaching, addressing both technical aspects and clients' psychological relationship with money.
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