Your money should support your life — not dictate it.
Independent, Chartered Financial Planning from Harry Vekria. Over 30 years of experience helping individuals and families make confident financial decisions.
Arrange a conversationA different kind of financial planning
We believe good advice starts with listening — not selling.
Listening first
Every conversation begins with understanding your life, your goals, and what matters most to you.
Full transparency
Every option discussed includes both strengths and potential downsides. No hidden agendas, no surprises.
No pressure
You remain in control throughout. There is no expectation, no rush, and no obligation at any stage.
Ongoing partnership
We review and adjust plans together as life evolves. Many client relationships span decades.
Who we work with
Thoughtful individuals and families who value steady guidance.
We tend to work with people who understand that meaningful financial decisions deserve reflection. Business owners, mid-career professionals, families building long-term foundations, and individuals approaching or navigating retirement.
They are capable and intelligent, but want a trusted thinking partner. They value being understood before being advised. They appreciate honesty over reassurance. And they are willing to take time to get things right.
If someone you trust has suggested you speak with us, that introduction is something we take seriously.
Harry has been such a trusted adviser for both our business and personal finances these past 30 years, I have confidently recommended his services extensively, including to all of my siblings. He has a complete focus on his clients' well-being, backed up with exceptional service levels.
If someone has suggested you speak with us
You will not be pressured.
You will be listened to.
You will understand both the strengths and the risks of any option discussed.
And any decision you make will be your own — informed, considered and aligned with your circumstances.