Ideal Clients

Our ideal client is a:

  • self-funded retiree; or
  • a wealth accumulator that is prepared to make the necessary sacrifices to become a self-funded retired.

Our ideal clients seek to improve their financial position via high touch, quality, proactive financial advice.  Someone who is committed to a long-term financial plan and seeks an adviser who they are willing to trust to assist with their long-term vision of financial independence.

One-off Advice

We pride ourselves on the quality of service that we provide to our clients.  In order to help us maintain this high level of service, we limit the amount of one-off transactional work we take on.  This ensures we continue highest level of service for our existing clients and the best outcomes for new and one-off clients.

Limited Scope of Advice

We are happy to provide advice in accordance with your specific needs.  For example, we will happily provide strategic financial advice for those clients wanting to look after their own investments.

Contact Us

If you are interested in improving and protecting your financial position, please contact us to arrange an initial consultation.

"Chris and his team have helped tremendously in organising my income protection insurance and ensuring my cover is held in the most tax effective manner. The process was very straight forward and all insurance options were explained clearly so I was able to make an informed decision on what cover I wanted. "

Adam Brady