Creating lives full of wonder by nurturing the spirit. At LOTS we look to align the intangible and the tangible, your dreams supported by your finances.
LOTS champions the explorer in us all and heroes those with curiosity, ingenuity and independent thinking.
Like our community, we too promise to always see things differently. With fresh eyes, boundless potential and an open-mind.
From finding new ways to provide financial planning that transcend tradition, to creating new experiences to connect you back to yourself– you’ll see that every day LOTS is proof that the relentless search and discovery for doing things differently can be undeniably full of wonder.
Understanding values is at the heart of what we do to help you get your best life. So it’s only fair we tell you ours. These sit at the heart of LOTS, guiding the decisions we make and how we interact our clients.
Wisdom: seeking to expand our knowledge and put the into action. Life is a constant feedback loop and we delight in that process.
Evolution: embracing change, even though it may often come with discomfort. Our best life often lies on the other side of our fear.
Authenticity: being aligned with our inner self when we interact in the world. This impacts how we deal with others and ourselves.
Creating: birthing from an aware state to make an inspiring experience.
Connection: embracing the joy of being part of community. Whether its relationships with our clients, industry partners or team, joy is found within our communities.
We are firmly taking a place in the intersection of mindset and money tools. We are not just a money coach, not just investment advisors, not only your spiritual BFF. We like to sit in the intersection of these three.
We’ve specifically chosen to do away with yearly meetings or short burst programs. Experience has taught us that being truly responsive to client needs over the longer term creates the most profound change. We have regular touch points with clients that foster trust, allow us to listen, increase client financial literacy and let us be strategically responsive. Importantly this also gives our clients the place to be held accountable, greatly increasing their success.
Our strategies are designed from experience. We know what works for our clients and have designed our pillars of service around these.
Disrupt:
Take a journey inwards to understand the motivators that guide our actions and the opportunities we see for ourselves. This is the journey to follow Your Self, and not the whims of those around you. Mindset work is clearing out the fog of years of picking up information from the world around us, but never really being taught. This is the space of how we emotionally deal with money.
Empower:
Why don’t they teach this in school? It’s one of the most common things our clients say to us. Gain the wisdom to apply the tools offered through our money systems. Learn how they can help you, so you become your own advocate, your own guru. Understand the jargon, understand the impact, eyes wide open.
Create:
journey to your goals through a specific strategic plan designed for you with products to suit you for the long-term. No over complicating to boost our ego, we use proven methods.
We have some fabulous go to products that are winners for our clients or we can work with others on our approved product list. We favour an index style of investing, capturing the performance of the market, and using active management where it really delivers value.
Seeking someone who understands that health and your wellbeing are more important than growing your bank account? At LOTS we offer pathways to find your unique LOTS.
We are looking to work with financially savvy and spiritually conscious youths who prioritise their own autonomy and value expert advice.
