What you need is a specialist, not a general practitioner. We’re specialists. We don’t pretend to be the right firm for everyone. Below is an outline of our typical clients, it’s a guide to help you decide if we are the right advisers for you.

Retirees or close to retirement

Retirement planning doesn’t mean you MUST retire.  It means you want to reach a point where you don’t need to work each day to earn a living.  A point where you have more flexibility with your time, and how you contribute.   We are here to help you get there faster.

Our typical clients are over the age of 50 and want a plan in place to get the most of their retirement.

Value an ongoing relationship

Our clients are genuinely nice people with whom we share mutual respect.  They understand that the success of their retirement is too important to be doing it themselves, and they understand the value of expert guidance.

We value the long-term relationships that we cultivate with each of our clients and want to be there to help you on an ongoing basis.

Seeking a trusted adviser

Many of our clients have had bad experiences with other advisers, who were more interested in selling an investment product than providing genuine advice.

Our clients want an adviser that they can trust.  An adviser that is working for them, and not a bank.