Working with you

You would expect us to know stuff, lots of stuff, about money - and we do! Where the magic really happens though, is when we know about you. We take time to get to know you, your dreams and sometimes your fears – things that have shaped your attitudes about money. Our clients are surprised and delighted at how much this is about them and how little it is about money.

Once we know you, we are able to give great advice. Yes we could spend a lot less time getting to understand you but then:

“the advice you would get, would not get you!”

So the really important question that you will hear us ask again and again is

“What is important about life for you?”

Wealth Report

The Wealth Report will enable you to gain a clearer picture on where you are at financially. By spending time to answer some questions on how you feel about certain aspects of your financial life, you will gain clarity in these six areas. Please note that these questions do not ask for any financial information.

  • Income Planning
  • Investment Planning
  • Debt Management
  • Risk Management
  • Retirement Planning
  • Estate Planning

Once you have completed the Wealth Report, we will then contact you to discuss. There is of course, no obligation on your part.  To get your complementary code please contact