Aura Wealth AdvisorsMoney plans with one adviser who knows you.
Investment, pension and savings plans for families and business owners, with one adviser per client.
Your first review
- 1Where your money is today
- 2What you want it to do
- 3The next actions, in plain words
What we help with
Three areas of work, each handled by the same adviser from the first call.
Retirement
Work out when you can stop, how much you need and which pensions to use first. We put the numbers on one page you can read in five minutes.
Investments
A plan for money you will not need for a while. We explain what you hold, what it costs and why, and we check it against your goals twice a year.
Family savings
Education, a first home, a rainy-day fund. We help you split savings between goals and pick accounts that suit each one.
How we work
A review is a conversation first and a document second.
Listen
You tell us what matters, what worries you and what you have already set up.
Plan
Your adviser writes a plan with clear actions and the reason for each one.
Put it in place
We open accounts, move money and handle the paperwork with you.
Review
We meet each year, or sooner when life changes, and adjust the plan.
Who we help
Families
Parents, couples and people looking after older relatives who want one place for retirement, savings and investments.
Business owners
Owners who need to separate company money from personal plans and think about life after the business.
What to expect from us
One adviser per client
You always talk to the same person. They know your plan and your history.
Plain English
No jargon in letters or meetings. If a term matters, we explain it.
Costs up front
You see what you pay before you agree.
No pressure to decide
Take the plan home. Ask a partner, an accountant or a friend. We answer questions for as long as you need.
What to bring to your first review
Bring what you have. We can find the rest together.
- Recent statements for pensions and savings
- A list of loans, mortgages and credit cards
- Your rough monthly spending
- Details of any workplace benefits
- The goals you already have, even vague ones
- Questions, however small they seem
Questions we hear
Do I need a lot of savings to start?
No. Many clients start with a small amount and a clear goal. We will tell you honestly if a plan is not worth the cost yet.
Can I bring my partner?
Yes. Plans work better when both people understand them, so we encourage it.
How long does a review take?
Most first conversations fit in a single meeting. The written plan follows after that.
Do you meet online?
Yes. We meet by video call or in person in Toronto, whichever you prefer.
Visit or call
- Address
- 100 Sample Street, Toronto
- Phone
- +1 416 555 0123
- hello@aurawealth.test
- Hours
- Monday to Friday, 9am to 5pm
Book a review
Tell us a time that suits you and your adviser will confirm it by phone or email.
Book a review