We help successful people translate their professional achievements into personal results so they can live the life they want. Our clients choose to partner with a trusted adviser to guide them and act as a sounding board for all things financial. Some of our typical clients include:
Approaching retirement/winding back: They have had a successful and rewarding career and whilst the challenges associated with work still motivate them they’re looking to reduce their workload to spend more time on the things they truly enjoy. They are assessing the financial implications of winding back or full retirement, how they can structure their affairs most effectively and what their future may look like. We see this scenario regularly and apart from our financial expertise we can share insights on how others in a similar situation have managed this transition.
Busy professionals who have achieved a degree of career success, debt levels are under control and their cash flow is strong, often including lumpy bonuses and share options in the better years. They want someone to act as a sounding board and help them make wise financial decisions, so they can have the lifestyle they want.
Medical professionals who spend their day caring for the wellbeing of others. They are time poor and want to partner with experts who understand the specific challenges they face. We use industry leading technology and a flexible approach to make the most of our time together and ensure their hard work is creating the life they want for their family.
Business owners who are now seeing the financial rewards from their hard work in the early years. They’ve paid down a large part of the home mortgage and are looking to utilise their strong cash flow to build wealth intelligently and avoid mistakes that can really set you back.
People looking for peace of mind knowing they’ve partnered with someone who “gets them” and always has their best interests at heart. They are interested in practical advice solutions explained in “plain English” without the financial jargon. They are looking to streamline and simplify their financial life, not endless reporting.
Entrepreneurs who’ve experienced a liquidity event They’ve poured their blood, sweat and tears into their venture and have now had investors commit to buy all, or a large part of their ownership interest. There may be a transition/earn out period to serve but inevitably they start thinking about things like:
