Firstly, let's get to know you.
”As your Financial Advisers, we will talk about money.
However, we recognise there is more to wealth than just a dollar figure. We appreciate everyone is different and your goals and aspirations are unique. It’s why we take the time to know your story and what it is that makes you, you.
You’re retired, or at least thinking about it.
Our expertise lies with those who are retired or very close to it, typically 5 years or less. This allows us to tailor our service and expertise to the unique needs of retirees.
You’re a nice person.
It does sound a bit cliche, but we genuinely love working with down-to-earth people. We’re a family owned and run business who value every client.
Whilst our hard-working clients would hardly consider themselves to be ‘rich’, thanks to a lifetime of diligent saving, they have accumulated a healthy retirement nest egg.
You’re looking for a trusted Adviser
Our clients understand the success of their retirement is too important to be doing it themselves. You have worked hard over your lifetime, your wealth deserves to have expert guidance.