Why we stand out.
Our independent, fixed fee financial planning service offers a very different approach to many traditional financial advice firms.
Simple fixed fees, transparent approach.
We've taken a completely fresh approach to fees. We don’t charge percentages or use confusing fee structures that make no sense. Our fixed fees are simple, transparent and fair.
Financial planning, not product selling.
You need more than a salesperson in a smart suit. We're not incentivised to sell you products. Instead, we have a genuine interest in helping you get the most out of life with your money.
Independent, evidence-based solutions.
Unlike many big names, we research our chosen investments and solutions from the entire market, removing conflicts of interest and ensuring you get a cutting-edge, evidence-based investment strategy.
Build wealth,
fund life.
By entrusting us with your finances, you can dedicate your valuable time to what really matters in life, allowing you to pursue your passions, nurture relationships, and live your ideal life without financial worry.
Human-centred
financial planning
Financial planning is our passion, it’s our purpose, it’s what we are good at and it's what we are known for. Our Traction planning process is rooted in a genuine interest in helping you get the most from life.
Evidence-based
investing.
One of the things that makes Videre different to other financial firms is the fact that our investment philosophy is based entirely on academic evidence.
Independent
insurance experts.
We help clients protect their families and businesses from accidents, illnesses and death. Secure your financial wellbeing and ensure you and your loved ones are safeguarded against unforeseen circumstances.
Our goal is to help you get the most from life.
Evidence shows that individuals with financial planners accumulate more assets during their working life and benefit from increased income in retirement.
Business
owners.
Let us calculate how much you need from your business to achieve financial independence. We can help you scale, extract profit and plan your exit tax efficiently.
Professionals and
senior executives.
Life moves fast and time is precious. It can be tough when you have your career, your family and your future to juggle. Is your money working just as hard?
Successful
families.
With our support you can focus on the things that matter most: to you. We will help you achieve your goals and realise your potential.
Building wealth
tax efficiently.
Are you making the most of your resources? We will help you plan and invest your way to financial freedom and we'll ensure that you're as tax efficient as you can be.
Planning
retirement.
How much is enough? When can you retire? We'll help you avoid mistakes before and after retirement. Let us run the numbers and show you the art of the possible.
Mitigating inheritance tax and legacy planning.
It's important to make sure your wealth supports your family's long term ambitions and security. How can you transition your wealth tax efficiently and meaningfully?
See how we can help you live your best life.
Take our free financial health check or book a free initial meeting to see how we can help you get the most out of life.
The science of wealth.
Ready to learn the science of building wealth? We've launched an independent website full of videos, podcasts and blogs from our experts. Our aim is to take the complex and make it simple. No sales. No nonsense. Just quality information to help you on your financial journey.
Find out more
How much money do I need in retirement?
If you don’t know what ‘enough’ looks like, then you’ll never know whether you have it. And if you don’t know whether you have it, then you’ll always live the life of someone who doesn’t have ‘enough’… even if you do.
The 7 most common mistakes of DIY investors.
We see lots of DIY investment portfolios. In this video we unpick the 7 most common mistakes.
Make smarter financial decisions.
Get email updates from our experts. No sales. No nonsense. Just quality information from The science of wealth to help you on your financial journey.
YouTube channel.
Your go-to resource for expert tips, insights, and step-by-step tutorials. Our videos break down complex topics into engaging, easy-to-follow content. Designed for busy professionals, each video provides bite-sized value to help you make smarter financial decisions. Hit subscribe and join our growing community!
Podcast.
Each episode delivers actionable insights, expert interviews, and deep dives into topics that matter—whether it’s investing, financial planning, retirement or building long-term wealth. Designed to empower professionals, our podcast simplifies complex topics into practical steps for real results.
Free webinars.
Join our free webinars and gain exclusive access to industry-leading experts sharing strategies to grow, protect, and optimise your wealth. These live sessions cover a range of topics. With interactive Q&As, real-world examples, and practical takeaways, our webinars are an efficient way to boost your knowledge.
Free courses.
From the basics to mastering investments, these courses summarise everything you need to know when it comes to money. Each course is full of clear, actionable content to help you take control of your financial future. Work at your own pace, revisit lessons anytime, and see measurable progress.