Investment Centered vs. Life-Centered Advice

Take a moment and imagine the following…

Picture what your life would be like if you were financially secure… physically fit… enjoying life… living with purpose… intellectually engaged… surrounded with loving relationships…

When you have this kind of life, you are filled with energy and enthusiasm and you greet each day with gratefulness and a huge smile. You walk around lighter than air and bring joy to all you meet. You make a positive difference in the world.

Do you want this kind of life? Yes, we all do. It’s available to each of us.

Financial advisers have historically focused on helping you get a greater return on your investments/superannuation. We believe the focus should be are you managing your money in a way that allows you to live your best life ?

Our retirement planning specialist, Glenn Malkiewicz, uses a more effective approach called Return on Life (ROL). The result of using a ROL-centered approach is that our clients are able to live the best lives possible with the money they have.


With ROL, the money is there to serve you, not vice versa. Instead of focusing on a financial adviser’s definition of success, you write your own. ROL puts quality before quantity by managing your money/assets in a way that improves your life and provides peace of mind and confidence.

The conversation changes from focusing on your money to putting your life at the center of the conversation. The advice process changes from selling you products and basic financial planning, to what we call Life-Centered Planning.

Life-centered planning starts with understanding you, your story, your situation and the challenges and opportunities ahead of you. We then help you identify and prepare for life’s transitions.

It’s about aligning your money with your values.

Nobody on their deathbed wishes they’d made different choices with their investment portfolios, but many wish they’d made better life decisions. That’s our difference.

We encourage you to use the below link and take the free ROL Index Assessment. You can see your results immediately.

We’d also be happy to setup an appointment with you to review all of our tools in greater detail and help you get started on your journey to a greater Return on Life. True Financial Planning where we place your life at the centre of the conversation and not your money.