We work well with
Our clients are typically those who are busy and want to delegate financial decisions, yet retain control and still have an understanding of what is going on.
Most are five to ten years out from retirement (whatever that may mean or look like to you)
or are retired and are financially independent.
All our clients have or are working towards a financial plan to follow to meet their lifetime personal goals.
We Work Well With:
Folks that are friendly and easy to get on with. That’s how we are. That’s the most important part.
People who are small business owners or used to be
People who are senior executives or used to be
Recently divorced or bereaved and now having to think about the financial side of life.
People who are retired or starting to think about planning for retirement.
You’d rather be spending your time doing what you want to do, instead of on your financial planning and want to delegate decisions and wish to remain in what we call ‘educated control’
You can make decisions and stick to them.
You can live within a budget.
Over the years you may have collected various investments, financial products, pensions, tax schemes, insurance policies, bank accounts, wills and trusts (and family members!) and want a financial plan to bring them all together.
Where are you?
We love to meet face to face. So many clients live on or near this lovely map. We are near the middle. See if you can spot our logo.
But it’s not essential. We use technology to accommodate those that can’t visit in person.
It’s about time…
After twenty five years in this profession I've come to realise that the real value is not in a short-term sale, it’s in a long term ongoing relationship, so that’s how we operate and we want that to be your aim too. We have many clients who we have worked with for over 5, 10 and 20 years.
We probably won't work well with you if:
You prefer to D I Y your finances
or you find it hard to delegate
or you like to react to what the mainstream financial media says, making changes based on what the latest financial fashions are or what the financial news says is ‘in’.
You aren’t able to make decisions or complete occasional paperwork in reasonable time.
And if you like high risk or esoteric investments and tax planning, again, we are not right for you. That’s because it’s impossible to follow a long term lifetime financial plan with volatile investments or when making frequent changes brought about by short term noise and distractions from the media.
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