Generally our clients are specialists in their own chosen fields and have great technical knowledge and experience. They value having an adviser looking after their finances as they would be looking after other people in similar ways in their own chosen fields.

Our clients understand that having the technical answers is not the same as executing them because when you are managing your own affairs alone you are not free from distractions or emotions and you often don’t have the time, commitment or the freedom to be able to make those decisions consistently.

Some of our clients may have done their own research and know what they are after and want to feel like they are in control of their choices. They value having an adviser and coach to help them stay accountable and stay on track to do the things they have already agreed they want to do.

Some of our clients need a little help with articulating what their goals are and what the available options are for them as well as helping them anticipate and prepare for life’s transitions. They may not be interested in doing the research themselves or interested in spending their time implementing and managing their finances.

We love working with people who value having someone they can trust standing next to them and steering them back on course if and when they deviate from their plan because this exponentially increases their ability to achieve true success in life.