Who we work with

We aren’t concerned with how old you are. We have clients ranging from their twenties to their eighties. We work with people who want to have a plan to achieve and maintain financial independence.

Our clients include:

• People who have successful careers (or who have previously had successful careers)
• Successful business owners
• Entrepreneurs
• Property investors looking to spread their wealth to other areas
• People who have come into ‘fast money’ e.g. large inheritances, lottery winners, social media influencers etc
• High Earners

We currently have availability to work with approximately 25 more clients/families.

What are our clients like?

After working with us for a period of time, our clients typically:

• Have complete peace of mind about their money
• Think long term, not short term
• Know when they are likely to reach financial independence (i.e. when they don’t need to rely on earned income anymore)
• Have thought deeply about what is important to them and have built a financial plan based around this
• Are invested in a way that aligns with their life goals and objectives
• Are making the most of life NOW, with the confidence that they can continue to do so in the future
• Have bullet proof financial plans. Ill health or death won’t ruin theirs or their family’s financial plans
• Are likely to create significant inter-generational wealth.
• Are more financially literate than most other people (friends, family, colleagues etc)
• Understand that the Direction of the stock market cannot be predicted over the short to medium term
• Will not react during the next temporary market decline. They are well trained and disciplined. Historic declines have always been temporary and the advance has always been permanent
• Ignore the money sections of the newspapers
• Know that they will make many important financial decisions in the rest of their life and value having an experienced and highly qualified professional to help with these decisions
• Do not ‘sweat the small stuff’