Our Ideal Client
You are a professional, an executive, a small to medium business owner, a wealthy investor, a high income earner, a self-funded retiree, or an ordinary person with investment assets or home equity of at least $250,000.
You want to establish a lifetime relationship with a trusted financial adviser, so you can have the time and means to realise your dreams and focus on living.
You want to establish a long-term financial plan or review your existing strategy.
You need advice for one or more of the following reasons:
- Considering retirement
- Changing jobs
- Selling investment property
- Selling business
- Receiving an inheritance
- Downsizing home to free up capital for investment
- Loss of spouse
- Changes to legislation
- Economic or investment market changes
- Portfolio needs review
- Desire to minimise tax
- Life, TPD, trauma or income protection insurance cover needs upgrading
- Need to draw on home equity in retirement
- Unhappy with current financial situation
- Continuing estate or trust needing investment management
- Guardian or attorney needing investment management for assets of friend or relative.
