Great minds thinking alike

As we said we do things differently.

We prefer to work with individuals and their families where we can add significant value to their current situation. Being selective as to who we work with is part of our vision to be the best at what we do.  To continue offering excellent service we focus on those clients who would benefit most from the unique way we deal with them.

Are we the right fit for you?

Our clients tend to have a few things in common. They are either “family people” with small to medium sized businesses or alternatively they are individuals who can gain substantially from our tailored and personalised advice process.

In our initial meeting with a new client we tend to find several issues involving past financial decisions in both their business and personal lives. Some good decisions have been made but there has been no long-term plan to bring these to fruition. Often, they are paying more than they need to and have worked with a number of different financial brokers or advisors.