Our story
To understand the Brazil Financial Planning story, we need to go back to 2009. A year many will remember for the Great Recession, and the moment Rory decided it was time for a change after climbing the corporate ladder.
Rory felt something was missing: a personal connection with clients. So he set out to build his own financial planning firm, one that looked ahead, did things differently, and genuinely put people first. Brazil Financial Planning was born, and Rory hasn’t looked back.
Our promise
Our actions as your financial planner have the power to leave a lasting impact. That’s why we promise that every person you meet at Brazil Financial Planning will care as much about protecting your finances and helping you achieve your goals as you do. There’s no catch or hidden motives.
Before plans are written and recommendations are implemented, we want to get to know you and your family; after all, you’re the ones affected by the decisions made together.
Your journey
01 - Getting to know you
02 - Discovering your goals
03 - Presenting your plan
04 - Putting it into action