A trusted reputation
Having gained a trusted reputation among industry professionals and clients alike, we offer an innovative approach to wealth management – one that sets us apart from most others. The financial markets are extremely complex and the sheer number of fiscal products out there can be daunting. But we won’t let you drown! We will speak in layman’s terms and help to simplify everything for you, so that you understand exactly how your money can work hardest for your goals.
Innovation is our edge
What sets us apart is our commitment to innovation – demonstrated in the way we are able to provide services, and in our intellectual analysis of financial planning techniques such as identifying client attitude to risk and intelligent product selection. We have a deep understanding of the entire financial services industry – not simply the profession of financial planning. We secure an edge by understanding the objectives, policies and commercial sensitivities of investment managers, platform and product providers, actuaries and fund analysis systems, banks, custodians and depositaries, and the settlement and fund processing agents.
This knowledge allows us to continually challenge what has become the accepted norm and find ways to offer our clients the best of our thinking and provide negotiated access to institutional grade products in the most suitable and cost effective way. This may be through any combination of face-to-face or telephone based advice, implementing a client relationship management programme supported with a service level agreement, the opportunity to attend an annual roadshow to meet us, and providing real-time access to your financial plan through a wrap platform. We are therefore able to offer our services to a much wider universe of clients. We remove the barriers that usually apply to traditional wealth management services, which often require clients to have a minimum level of investible assets or salary. Our customer centric philosophy means clients’ needs are paramount throughout this process.