Introduction from
Stephen Harper

“As their trusted financial planner, I believe looking after clients is a privilege and it is our duty to ensure they are at the heart of everything we do. I started my own financial services company because I felt that clients were not being looked after properly elsewhere, or receiving the truly independent advice they deserve.

In today’s regulatory and legislative environment it is increasingly difficult for small advice firms to remain independent and give the best advice to their clients without a corporate structure, highly qualified and experienced team behind them.

With this in mind, I built Attivo Financial Planning on my belief that there was a different business model which would serve clients better. I realised I needed a team of knowledgeable, highly qualified people, ideally qualified to Chartered status or above, to deliver the best independent advice and service to Clients. I know my team has our clients’ best interests at heart and that because of this we will have a long term partnership with them.”

Stephen Harper, Managing Director