Ideal Clients
We cater to two primary types of clients with investable funds of at least $750,000:
- Self-funded Retirees: individuals seeking to optimize and protect their wealth during retirement.
- Wealth Accumulators: those committed to making the necessary sacrifices to achieve a self-funded retirement.
Our ideal clients share a common goal of enhancing their financial well-being through personalised, proactive financial guidance. They value a high-touch approach and are eager to entrust their long-term financial vision to an adviser who prioritises their journey towards financial independence.
Currently, we focus on fostering enduring partnerships and are not taking on one-off engagements.
Limited Scope of Advice
We provide tailored advice that aligns with your specific needs. For example, we offer strategic financial guidance for clients who wish to manage their own investments.
Contact Us
If you are interested in improving and protecting your financial position, and you meet the investable funds requirement, please contact us to arrange an initial consultation.
"Since engaging Chris Humphrey, I have benefited from his comprehensive financial, investment and tax knowledge. Chris and his team are always quick to respond to my queries and pro-active in updating me on any changes that may affect my financial situation. "
Dr Jason Stone