Our clients come from diverse backgrounds but all share some key common traits:
They want advice that is in their best interest
Our ideal clients are looking for simplicity, clarity and structure in their financial lives. They seek ongoing support and advice.
We have structured our fees to ensure our investment advice remains objective and in your best interest. Our fees are transparent because we provide a flat fee for service which gives you the comfort of knowing that our advice is not influenced by external investment incentives. Our clients understand the value of professional advice and are willing to compensate accordingly.
They want a long-term financial relationship
Our focus is to help you achieve meaningful long-term goals. In order to remain authentic to the cause, we do not offer ‘one-off’ financial planning services*.
They are enjoyable and respectful to work with
Our clients are enjoyable to work with and often lead fascinating and busy lives that often revolve around family. They are willing to delegate and are motivated to follow our professional advice.
We aim to delight our client’s and as a result they tend to refer us like-minded friends and family members.
Our ideal clients are looking for simplicity, clarity and structure in their financial lives. They seek ongoing support and advice.
We have structured our fees to ensure our investment advice remains objective and in your best interest. Our fees are transparent because we provide a flat fee for service which gives you the comfort of knowing that our advice is not influenced by external investment incentives. Our clients understand the value of professional advice and are willing to compensate accordingly.
They want a long-term financial relationship
Our focus is to help you achieve meaningful long-term goals. In order to remain authentic to the cause, we do not offer ‘one-off’ financial planning services*.
They are enjoyable and respectful to work with
Our clients are enjoyable to work with and often lead fascinating and busy lives that often revolve around family. They are willing to delegate and are motivated to follow our professional advice.
We aim to delight our client’s and as a result they tend to refer us like-minded friends and family members.
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They seek value
We serve a limited number of clients in order to give them the attention required to help them achieve their ongoing goals. If we deem that we won’t be able to add more value to your circumstance than our fees, we will be upfront and provide you with alternative partners. We need to be confident that any relationship we enter into will be a win/win situation. They are Financial delegators Typically our clients tend to be high income earners who are looking for guidance in their financial lives or clients with a high level of complexity who wish to delegate their financial affairs to someone who can project manage on their behalf. We are not suited to a ‘do it yourself type’ and we avoid dealing with people who micro-manage or have unrealistic expectations. * Please note: Whilst our service is predominantly 'holistic advice', we do offer advice that is limited to Business Insurance or Personal insurance for those clients who only seek risk management strategies. |
