Our purpose is simple. It is to be our clients’ and their families’ lifetime trusted financial partner, counsel and expert, to improve our client’s financial performance and well-being and give our clients the financial confidence, capability and encouragement to live the life they want to live today and, in the future.

Victoria PlattClient Relationship Director

We work with private clients that wish to engage our services on an ongoing partnership basis.

We often witness clients underliving, without the confidence to spend or gift their wealth, for fear of money running out. While our role is to ensure that our client money outlives them, we don’t want them to die with too much!

Life is not a rehearsal! Time is precious. So, we want to help our clients make the most of it. We believe that everyone has the power to achieve and maintain the lifestyle they want – for themselves, and importantly, for their family.

We give our clients through taking on the responsibility for proactively and strategically managing client finances the confidence to live the life they want to live.

Proudly Different

We are proudly different from many financial advice and wealth management organisations.

While other advice firms would be talking to you about products and investment ideas, we’ll be building a genuine understanding of you, and your bigger picture.

We will investigate what is important to you, what is an ideal life for you, what are your personal and family objectives, what are your concerns and worries?

Before you Plan, you have to know why you’re planning.

We will then carry out a forensic review of your financial matters including an in-depth look at your current and lifetime future projected inflows and outflows.

From then we will build your financial plan, to include financial cash flow projections, to agree how we can best strategically mobilise your current and future resources into a suitable financial life plan.

We call this our top-down approach. You first. Planning second. Products last.

Until we really understand you and your objectives we have no right to talk about your money or tell you what to do with it.

Having now successfully done this for a number of years we are absolutely convinced that this approach is the only right way for materially successful people to organise and manage their money.

We will also help to coordinate partnerships with other professionals such as your legal and tax advisers, to ensure that we are all pulling in the same direction working for you and your family. We have an extensive network of trusted professional we may introduce to you if necessary. Read more about our professional partners here.

Clients also have access to Portfoliosense®, our preferred evidence-based investment solution, a proven, low cost, ‘honest’ investment strategy that has consistently delivered outperformance against its benchmarks over most timeframes. Please note, past performance is no guide to the future.

Most importantly, Portfoliosense® increases the chances of our clients enjoying a successful investment outcome.

Details of our Lifestyle Financial Planning and Portfolio Advisory Services are available below.

Financial Planning

Our Proven Process

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Portfolio Advisory Service

How we manage your investments

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Client stories