Our Philosophy

Holistic approach

We understand that wealth is defined in many ways besides money, and that your personal definition of wealth is as individual as you are.

While many financial advisers claim to adopt a holistic approach in advising their clients, in reality the majority lack the tools to identify:

  • The trade-offs the client is prepared to make to reach specific, desired goals.
  • The relative importance of money versus, lifestyle objectives.

Yet these are precisely the decisions which most of us face in our daily lives, and in planning for the future.

We have an established reputation for helping our clients articulate their unique definition of wealth – and for devising coherent plans to achieve and sustain their desired lifestyle.

Life-long coaching

Our clients are coached through a process to identify and confront their real objectives. Then, working with us, a comprehensive strategy is developed to achieve those objectives with greater control and certainty over time.

The wealth management needs of our clients vary according to life stage and individual circumstances. Priorities may move from wealth acquisition to wealth preservation.

We have helped many clients reach their unique objectives. In fact, the success of our lifelong coaching approach has resulted in our business growing from word of mouth recommendations.

Realistic advice not driven by commission

We charge on a simple fee-for-service basis that lends itself to transparency, objectivity and ultimately, trust. Our fees are fully disclosed during our engagement process.

Our business has always operated under a fee-for-service model in line with other professionals.