WE DO THINGS DIFFERENTLY

As you’ve probably figured out already, we’re a bit different to your traditional financial advisory business. In a profession that can sometimes be a little stuffy, we aim to be a breath of fresh air. We’re a small team of three financial experts, each with our own particular skills, dedicated to our craft and to our clients.

Each of us is a stakeholder in the business and we work hard to ensure the continued success of our clients and our company. We put our money where our mouths are, investing in the same portfolios and solutions that we recommend to our clients.

We’re an approachable, warm and friendly bunch. Down-to-earth and without pretence. Things can get a bit technical in our line of work, so we use plain language and give straight-talking advice. Our financial modelling helps create a clear visual picture of your finances, so you know exactly where you stand, and where you are going too.

Our profession is an aging one, with the average age of a financial adviser being late fifties. We’ve plenty of miles under our professional belts, but still a little younger than many of our peers. This means that if you partner with us, you can expect us to be with you for the long-haul. We love our work and have still got plenty of time ahead of us before we think about hanging up our boots.

MEET THE TEAM