Realise your wider life goals and ambitions, without the fear of ever running out of money
Financial Planning is about so much more than money, products and policies. It’s life, values, beliefs and aspirations that are important.
Our aim is simply
to help you get
the life you want
and keep it.
For clients who are serious about making smart decisions with their money, we will:
- Take time to listen and understand you
- Provide clarity and confidence
- Help you realise your wider life goals and ambitions, without the fear of ever running out of money
- Deliver a proven, world-class, investment solution
We’re a different kind of financial planning company
Learn what makes us different to other financial planners and how we can help you make the most out of your retirement

LIFE PLANNING
Life Planning is about identifying what it means to you to live a full life. Once you are in touch with these values, it can be easier to act and stick to the plan.

FINANCIAL PLANNING
We’ll work with you to create the right strategy to achieve your goals. You’ll have an action plan to get your financial house in order and to keep it there.

INVESTMENT PLANNING
Investments can be complex, but we keep things as simple as possible. Here we explain the principles of investing and key considerations for managing risk.
Why people trust Otus
Watch our video – clients describe their experience of working with us to realise their financial and life goals.
Learn how to live the best life possible with the money you have.

Take our free 5-minute Return On Life online assessment and see what your ROL is.

Read our free guide to getting every aspect of your financial life under control.
Want to realise your wider life goals and ambitions, without the fear of ever running out of money?

Visit our Information Hub
Information is the key to wise decisions. The Otus Information Hub is packed with articles, videos and case studies to guide you in making smart choices about your financial future.
Get in touch with Otus
If you like what you’ve seen so far, please get in touch to ask any further questions you may have.