Our approach

At Cave Financial we want to help you get the lifestyle you want.

At Cave Financial we want to help you get the lifestyle you want. Whether that be protecting what matters to you, making debt work for you, or helping you to invest better, we will work with you over time to ensure better lifestyle and financial outcomes. Together we will work out what's important to you, what you want to change, what you want more of, and ultimately what lifestyle you want.

We understand that your goals and priorities change as you enter different stages of your life, so by looking at attitudes to risk we can help ensure you get what you want, and make sure you don't lose it.

Our aim is to get you the lifestyle YOU want, so how we work for you is your choice. Whether it be acting as a Broker to negotiate rates with mortgage lenders, or as an Adviser guiding you to the right investment or retirement fund, we will always act in your best interest to get you the lifestyle you want now and in the future.

Need our help?

We're here to answer your questions.

Get in touch with us today

  • I am thrilled with the advice and service Michael provided me for financial planning and for personal insurance. Trustworthy and a very nice chap! I highly recommend his services.

    Andrew Malmo

Latest articles

Coronoavirus: Should I be changing my Investments?

As the Coronavirus epidemic enters it's eighth week, Investors around the world continue to assess the long-term economic effects of the epidemic, with mixed verdicts.

The Myth of 2020 Vision

Jim Parker, Vice President of Dimensional Fund Advisors, looks at how this years political and economic events could shape the financial markets, however he advises to err on the edge of caution if your usual investment behaviour is determined by what you read in the press.

7 Reasons You Need an Emergency Fund

Being financially prepared for the unexpected with a healthy emergency fund is a cornerstone of managing your finances. And here's the inconvenient thing about emergencies - they don't discriminate. You might have a stable job and enough income today, but those factors won’t protect you completely from financial catastrophe tomorrow.