Ideal Clients

We cater to two primary types of clients:

• Self-funded retirees who are seeking to optimise and protect their wealth during retirement.
• Wealth accumulators who are committed to making the necessary sacrifices to achieve self-funded retirement.

Our ideal clients share a common goal; to enhance their financial well-being through personalised, proactive financial guidance. They value a high-touch approach and are eager to entrust their long-term financial vision to an adviser who prioritises their journey towards financial independence.

At present, our focus is on fostering enduring patnerships and we are not taking on one-off engagements. 

Limited Scope of Advice

We are happy to provide advice in accordance with your specific needs.  For example, we will happily provide strategic financial advice for those clients wanting to look after their own investments.

Contact Us

If you are interested in improving and protecting your financial position, please contact us to arrange an initial consultation.