Things to do today that your future self will thank you for
28th January 2025
803/60 York St
Sydney NSW 2000
Sydney NSW 2000
About Us
More about
Terrain Financial Planning
Terrain is built on a belief that the starting point for advice always has to be “What are you looking to achieve?”
If this seems logical to you – that you can’t tell people what to do with their money until you understand what they want, the hurdles that stand in their way and what they’ve been doing (or not doing) so far – then it may surprise you to know that it’s not where everyone who does what we do starts.
We decided early on that our business wasn’t going to be about “magic products”, picking stocks or asking clients to pay for advice they don’t need. We decided it would be about one thing and one thing only; your end game. Helping you define it, take action to achieve it and reach it sooner.
Why? Simply because being part of the moment someone realises the opportunities that exist they may have no idea about (We could do that?), taps into the motivation they have when it’s clear how to achieve it (Is that how we do it?), and reaching the moment where the life they mapped out to begin with slowly begins to become the reality they live in (We did it!…) is about life over money.
400
Clients Helped
1200
Goals Achieved
1000
Dreams Made Plans
IN 12 YEARS, WE'VE COVERED SOME GROUND
The Start
Matthew was 22 when he first visited an adviser looking for someone to help him make a big financial decision.
Something didn't feel right.
Whether it was that the answer to every questions was the same product, or that it felt like talking to a script, there was something that didn’t work.
It wasn’t until later it became clear that the problem was the conversation was only ever about the money, not the life behind it.
Something didn't feel right.
Whether it was that the answer to every questions was the same product, or that it felt like talking to a script, there was something that didn’t work.
It wasn’t until later it became clear that the problem was the conversation was only ever about the money, not the life behind it.
The Goal
When Matthew became an adviser in 2001, he saw the problem from the inside in all it’s glory.
He realised how the same solution-first approach dominated most of what stood for the industry norm, and how clients trust that the people they’d entrusted their financial security to along with the illusion of control most client believed.
So, I started doing things differently starting with conversations that started from the place of not knowing the answer and asking about goals.
He realised how the same solution-first approach dominated most of what stood for the industry norm, and how clients trust that the people they’d entrusted their financial security to along with the illusion of control most client believed.
So, I started doing things differently starting with conversations that started from the place of not knowing the answer and asking about goals.
The Principles
Today everything that began as a belief is the foundation upon which Terrain is built, including:
- Money is only the means. It's the lifestyle that is the focus.
- Total transparency and only working with clients we know we can help.