Our clients

We enjoy working with private individuals, families and charitable organisations. For us, it's about developing long-lasting rewarding relationships, giving clients the freedom to live their lives while we take care of the investment strategy.

Ultimately we work with clients with whom we have a mutual respect and trust.

Our strategies are designed to take form over several years and it is important that we collaborate and consult with you during our long-term partnership.

Characteristics of our clients include two or more of the following:

• Owners or former owners of successful businesses
• Beneficiaries of family wealth
• Highly successful in their chosen career or profession
• Recently sold or planning to sell assets
• Have a desire for clarity and confidence in their financial future
• Are striving to achieve or maintain financial independence where any paid work is by choice not necessity
• Are responsible for financially supporting and enabling family, children and/or descendants
• Have philanthropic or altruistic aspirations requiring long-term financial planning
• On the path to strong financial success, now or in the future
• Have $500,000 or more to invest
• Are seeking a comfortable retirement with the freedom to pursue hobbies and interests

Read our case studies and testimonials to see how we may be able to help you.