wealth solutions
now for tomorrow

Strategic Advice Specialists

At Dynamic Orange, we provide Strategic Advice. Strategic advice starts with understanding your goals, objectives and lifestyle choices. It’s about thinking with the end in mind when planning for long term financial independence (retirement), and working back from this point to build a bridge between lifestyle choices today, and the goal for financial independence at retirement.

For most people, money is what funds the lifestyle they want to enjoy. Of course money funds the most basic expenses - putting food on the table and a roof over a family’s head - but used properly it can also fund the dream of owning a home or investment property, putting children through university, having a regular holiday or taking the trip of a lifetime.

The strategic advice process will draw out all of your lifestyle goals and explore ways of helping you fund them, while managing the trade-off between achieving lifestyle goals now and living comfortably in retirement.

Strategic advice looks at what combination of strategies will produce the best net wealth result for you.

We’ll financially model what you look like now (we call this the baseline) and into the future and then design the most appropriate strategy, compared against each other, to show you the dollar benefit of the advice and recommendations. We will design a plan to get you where you want to go, with monthly Track-to-Plan Reporting, so we’re fully accountable for your success.

You’ll also be equipped with our Dynamic Orange app, so you can track your own financial success – in real time.

So if you’re ready to do financial advice differently, connect with Dynamic Orange – we’ll make it happen.