Who we serve
Entrepreneurs and Business Owners
Retirees and those Soon-to-Retire
Busy Professionals with Children
People with Wealth in Transition
Our typical clients have many of the following attributes
Recognise that the highest and best application of their time is in their professions and family lives, not in the details of personal finance.
Are interested in transferring both their values and their valuables to the next generation, through education, culture and wealth transfer.
Have created wealth and corresponding complexities and opportunities through business ownership.
Are experiencing a significant change in circumstances that cause them to rethink many aspects of their lives.
Value long-term relationships and recognize that financial goals are not achieved overnight.
Have realistic expectations and live within their means.