We specialise in clients over 45 years old and enjoy solving more complex financial planning challenges. Our clients understand the value of good advice and appreciate the benefits of our completely independent financial planning model.
Business Owners
Many of our clients are business owners or retired business owners. Often they are very successful in their chosen field and prefer to spend their time on that, rather than managing their personal finances.
New Migrants
Our service is suitable to clients who want to eliminate the burden of managing their own complex financial situations. We specialise in assisting those who have achieved a high level of wealth, looking to outsource the day to day management of their assets to a team dedicated to monitoring and managing their situation closely.
Individuals and Families
Many of our clients are business owners or retired business owners. Often they are very successful in their chosen field and prefer to spend their time on that, rather than managing their personal finances.
Retirees
Our retired clients consistently tell us they didn’t retire to take on a job managing their finances. They want to enjoy the rewards of retirement and outsource the burden of financial management to someone they can trust.
Professionals and Executives
Our service is suitable to clients who want to eliminate the burden of managing their own complex financial situations. We specialise in assisting those who have achieved a high level of wealth, looking to outsource the day to day management of their assets to a team dedicated to monitoring and managing their situation closely.
Medical Professionals
Our retired clients consistently tell us they didn’t retire to take on a job managing their finances. They want to enjoy the rewards of retirement and outsource the burden of financial management to someone they can trust.