Whether you’re an entrepreneur selling your business, senior executive looking to change career, a partner in a professional firm thinking about retirement, or already retired and looking to make some key financial decisions, the most important thing is to understand what you hope to achieve as a result of this life event.
We will support you through these key financial moments in your life by helping you to realise the outcomes you want. Our experience in managing transitional change has taught us the most effective ways to maximise return from these milestone events, freeing you from the day-to-day worry of managing, protecting and growing your wealth.
If you are facing a major financial decision and have investment needs, we are here for your life journey. And beyond.
All our clients have some key elements in common - they are a 'good fit' for our firm and methodologies and we are the right financial partner for them.
Suitability as a client is determined by a number of factors.
Fundamentally there must be a willingness to fully engage in our in-depth, interactive exploratory planning process. This is a critical element in ensuring we fully understand lifestyle goals, desires and aspirations and can build an effective plan from it, and importantly, manage your financial affairs with these in mind. Without understanding you it is impossible to effectively manage your money.
Additionally, we need to be certain that we can provide sufficient value and if we feel we cannot we would decline to proceed.