Our Clients

 

We do our best work for couples in their 50’s and particularly those nearing retirement.

Of course, its not about age or set circumstances. In fact, our youngest clients are in their early 20's and our oldest are comfortably passed their 80th birthdays!

The common factor is that clients will be working toward financial freedom or efficient wealth transfer and simply will not wish to leave this to chance.

Typical client objectives will include:

  • General financial organisation and good money habits

  • Improved (ethical and mainstream) tax efficiency

  • Financial peace of mind for themselves and their families (in the event of catastrophes such as death or disability)

  • Investment portfolio construction and management

  • Improved investment and pension efficiency

  • Inheritance tax and estate planning efficiency

Although we do not impose a minimum wealth threshold, clients must be happy to commit to an ongoing, proactive service.