We can’t do it ALL for you, but we can give you the guidelines to make your dreams reality by empowering you to achieve them through sound financial advice and management.
Let’s face it, in the world in which we live, money talks. It might not make you happy but it can empower you by allowing you to do the things you love and not having to worry about your financial security into the future.
Greed is a powerful thing and most of us have suffered from the greed of others. What it takes is a different model: one of win-win. If we put your interests first, you win and so do we.
We don’t recommend products or services based on a once-only phone call or 10-minute meeting. We need to get to know each other. Trust is an overused concept, but it’s just as essential in our relationships with our clients as in personal relationships, if a partnership is going to thrive.
There is no doubt that many within the financial services and big banks have given our industry a bad name and diminished the reputation of wealth management. We seek to redress this reputation by pledging to provide open and honest advice and management which centers on you, the client, not a one-formula-fits-all mentality and never with the advisor’s best interests put before your own.
In rare instances where commissions may apply, these are disclosed in their entirety with no hidden surprises in the fine-print.
We take the extra time to regularly review your portfolio and to be constantly aware of changes and movements within the market place that may affect the earnings and income which we manage on your behalf.
We remain constantly aware of changes and movements within the market place that may affect the earnings and income which we manage on your behalf.
This is undertaken personally by your Wealth Manager and not via generic computer-generated systems. Training and education form part of our commitment to the industry and we always remain up to date with any industry changes or developments which may affect you.