Clients value the independence and professional integrity of our business model.

Clients enjoy the relationship aspect of working with their professional adviser.

Clients of ours have a positive outlook on life‚ look for the best in people‚ and have a strong desire to grow spiritually‚ personally or professionally.

Clients of ours understand there are more things to life than money.


Are specialists in their chosen field‚ respect and delegate parts or all of their financial affairs so they can focus on what they are good at‚ and do what’s important to them.

Common issues or questions include:

  • Am I on track to achieve my goals?
  • Are my financial affairs in order?
  • How do I make the most of my surplus income?
  • What is the smartest way to manage my financial affairs given my busy schedule?
  • Can I delegate the management of my investments to you?

Are entrepreneurs‚ taking on challenging‚ high risk but high reward business ventures.

Common issues or questions include:

  • How to integrate the business and personal financial plans to achieve the peace of mind‚ personal well–being and the lifestyle they want for themselves and their families.
  • Minimising risk but creating wealth outside the business (ie achieving financial independence through business).
  • Working through exit strategies or business succession planning issues.
  • Moving from business to retirement.

Have important positions in medium to large companies which can be time intensive therefore look to ensure financial affairs in order to focus on what’s important to them.

Common issues or questions include:

  • How much do I need to save to enjoy a comfortable lifestyle?
  • Obtaining a second opinion on their financial affairs?
  • Am I on track to achieve my goals? When could I be financially independent?
  • How do I make the most of my surplus income?
  • Can you help me get on the right track?

Have reached a milestone and are enjoying the fruits of their labour. Looking to delegate to a trusted professional to ensure they can focus on their lifestyle and/or leave a legacy.

Common issues or questions include:

  • What is the most efficient cost effective way to invest?
  • We’ve decided to take a few major trips over the next few years. Will we still have enough in retirement?
  • I’m currently paying 1.75% per annum for my investment fund. Is that too high?
  • What is the difference between active and passive investing?