How we work
How we work with successful business owners
We understand that your needs are different. Your day is full of challenges and decisions. Work-life can be very hectic with personal life sacrifices a frequent occurrence. We remove those 3 am moments by providing great advice, outstanding service, care and attention that results in far more value than typical advisory fees will deliver.
We provide a highly personalised service with your own dedicated team, including a financial planner, client service specialist, in-house technical and investment expertise, and access to a virtual family office via our trusted alliances with other professionals.
We’re heading in a much better direction than we’d ever get to with another financial adviser. It’s not too strong to say it has changed our lives.
Henwood Court Client
Businesssense® is a service provided exclusively to clients, as part of our Financialsense® Service. Businesssense® is designed to help our clients’ businesses in several ways.find out more
You cannot compare them to my previous advisers, as what we get is so much more and so much better…They’re not the best at what they do, they’re the only ones that do what they do.