A cyclical and dynamic process that helps our clients identify their financial objectives, goals, priorities and dreams.

We offer a truly integrated service - personal tax and estate planning, comprehensive financial planning and investment portfolio managment.

Our approach to investment management starts with the need to establish firm goals for the future use of capital.

"We make a living by what we get. We make a life by what we give." Winston Churchill.

 

We ask our clients different questions and we help them achieve their most personal ambitions – using a unique approach to financial planning:

  • We help our clients dream the impossible
  • We are unconventional and will challenge the financial norms
  • We encourage our clients to re-focus on their priorities, values, plans and life goals

Independent advice is typically offered on a ‘one size fits all’ basis. We believe that no two clients' financial positions are the same – we create a unique solution for each of our 350 clients..

 

22 / 01 / 2008
Time in the market versus timing the market

At the moment we are hearing and reading a great many commentaries that are pretty bearish about 2008. At times like this it can be very unnerving to be an investor...