Why Choose Us
AIM Navigatio™ – The Small Giant Approach to Financial Planning
Our trademark process for clarity, confidence, and control—designed for those who value greatness over size.
At AIM Financial Planning, we believe true financial success is about more than numbers—it’s about living with purpose, security, and peace of mind. That’s why we developed AIM Navigatio™, our unique approach that blends world-class expertise, best-in-class technology, and the personal attention only a boutique firm can provide. Together, we guide you confidently through your financial journey.
1. Discovery & Vision
We start with a deep conversation about your values, goals, and aspirations—what a fulfilled future looks like for you and your family.
2. Financial Health Assessment
Using best-in-class software, including Voyant for dynamic cash flow modelling, we analyse your assets, liabilities, income, and expenditure. This allows us to visualise your financial future and test scenarios together.
3. FinaMetrica Risk Profiling
We use FinaMetrica’s globally recognised, psychometric-based risk profiling software to accurately assess your comfort with investment risk. This ensures your investment strategy is both suitable and sustainable, and that your portfolio truly matches your risk tolerance.
4. Bespoke Strategy Development
We design a tailored financial plan covering lifestyle, investment, tax, retirement, estate, and risk management—always in your best interest and fully compliant with CFP® standards.
5. Collaborative Implementation
We guide you through every step, coordinating with your other professional advisers as needed, and making the process seamless and transparent
6. Ongoing Review & Engagement
Life changes, and so should your plan. We schedule regular reviews, update your cash flow projections and risk profile, and keep your strategy aligned with your evolving goals.
Our Unique Process
Why AIM Navigatio™ is Different
Built on the gold standard in global financial planning (CFP®)
Best-in-class technology for clarity and confidence
Deep personal relationships, not just transactions
A “small giant” approach:
world-class advice, local roots & commitment to making a real difference in your life
“In essence, the Navigatio of St. Brendan teaches that a successful journey—spiritual or financial—requires preparation, adaptability, trust, and a willingness to learn and share. The voyage is as much about the transformation along the way as it is about reaching the destination.”