We've established a reputation for helping our clients articulate their unique definition of wealth – and for devising coherent plans to achieve and sustain their desired lifestyle. We don't work on commission which means our philosophy can be driven by these three core pillars:
While many financial advisors 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 feel it's essential that any financial advice we deliver takes these things into account.
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.
We understand that wealth is defined in many ways besides money, and that your personal definition of wealth is as individual as you are.
Transparency, objectivity and ultimately, trust are hugely important to us. In order to provide our clients with personalised advice that is not influenced by the prospect of commissions, we charge (and have always operated) on a simple fee-for-service basis.
The only area of our business in which commissions may be present is in insurance recommendations, but these would always be fully disclosed to you.