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We define wealth not as the amount of money you have in the bank or the material possessions purchased, but as the options available to you. Those who have the most options have the most wealth

Our clients are business owners, professional partners, senior executives and their families and those who have already retired from those backgrounds. You are looking to build a long term relationship with a trusted adviser who will collaborate with you, your family members and other advisers as required. You understand that whilst you may have been an expert in your own field you appreciate the need to have experts in wealth management available to help you achieve your goals. You also lack the time, or recognise that you have better things to do with your time, than manage your wealth yourself and you recognise the wisdom of delegation.

Your Concerns

We know, depending on your stage in life, you may have a number of key concerns

  • Can I afford to retire?

  • Can I live the life I desire without the fear that I will run out of money?

  • Will my wife/husband be ok if anything happens to me?

  • Can I help the children financially?

  • What if we need care in the future?

  • Who can help with our finances as we
    get older?

Your Goals

These concerns translate into a number of
key goals

  • Create and maintain Financial Independence – to have the freedom to work or retire as you choose.

  • Retire Well - to live the best life possible with the money you have available.

  • Look after your family – to utilise your wealth to benefit your family during your lifetime and create a lasting legacy after you are gone.

Your Objectives

You are unique so you will want your wealth managed in line with some key objectives

  • To achieve the best approach and alternatives for you and your family.

  • To obtain the most cost effective or highest achievable results given your situation and constraints.

  • To work with an advisor you can trust to look after you and your families best interests

  • In other words you will want to find the optimum way of managing your wealth

We have been helping people successfully transition from work into retirement for over 20 years. As such we have a wealth of knowledge and insight around the whole retirement journey. As this is a very broad subject we have created a separate site devoted solely to the issues and choices you may face as you approach retirement. To find out more click here –