What We Do

First. Why we do what we do

Freedom. Security. Choice. Confidence. Time with your family. What’s important to you, and why?
Great financial planning can change your life. We exist to inspire ideas, create confidence and give you the freedom to live.

So, what is it that we do?

We offer a wide range of products and services for both personal and corporate clients, which are designed to maximise your ability to achieve financial planning success.

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Here’s how we do it

WE’LL WORK CLOSELY WITH YOU, USING OUR PROVEN SIX-STEP PROCESS:

Individual

Corporates & Businesses

Bespoke

Individuals

For more information on our process for individual consulting servicescontact us here.

Corporates & Businesses

Our firm provides employee benefit services to employers on an ongoing basis. Generally, such services consist of assisting employers in establishing, monitoring and reviewing their company’s participant-directed retirement plan and group risk benefits. Areas of consultation includes:

For more information on our process for business consulting servicescontact us here.

Bespoke

Our firm provides tailor made bespoke financial management & planning services to individuals and families who are need of a solution that is built specifically around their more complex needs.

This solution can include portfolio structuring, lifestyle financial planning, high level tax structuring/advice, fiduciary services, independent trustee services, retirement structuring and access to network of partnered professionals (Chartered Accountants, Attorneys, Consulting and Tax Specialists).

The fee for this service will be determined on a case by case basis depending upon the complexity of the situation and the specific needs of the client, and will be agreed upon before the start of any work. This service is implemented on a monthly subscription or retainer basis.

For more information on our process for bespoke consulting servicescontact us here.