Why Us
Our Target Market
We are happy to be approached either directly or through our professional relationships on any aspect of personal financial planning and investment portfolio construction. We will have an appropriate investment solution for each.
However we actively look to develop working relationships with clients that find themselves in any of the following circumstances:
- They are at a financial crossroads, having come into a range of investment assets or lump sum cash and are bewildered and confused over options
- Clients have investment and financial affairs that are more complex, often using a family trust as an asset protection tool
- Clients have received an inheritance, sold a business, been made redundant, or emerged from a personal relationship with substantial investment assets (including cash), typically of $300,000 or more and are looking for advice as to how best protect and grow the asset base
- Those in business as self-employed, or on salary capable of saving upwards of $2,000 per month