We will only engage with clients where we feel we can add sufficient value to cover our fees.
We are not a volume business looking to take on as many clients as possible. We would rather we ensure that every client we take on is a good fit for our offering.
We feel we can make a significant difference to their financial future.
All our work is reviewed by at least two pairs of eyes, minimising errors and helping you to achieve the best outcome.
Between us we have over 100 years of experience in providing financial planning and advice giving us a broad range of knowledge to deal with a wide range of retirement planning requirements.
We feel we are the perfect size: big enough to minimise key man risk yet small enough for each client to be well looked after.
We are 100% director owned and no other firm has a vested interest in our business.
We invest in ourselves and the business. We use market leading software to ensure you have the best outcomes.
So why choose us?
We are retirement planning specialists. That’s all we do, retirement planning.
We’re not generalists; we don’t take on every person who comes to see us.
It’s got to be a good fit.
We want to look forward to working with you, and you with us, for tomorrow, next year, and for the coming decades.
We help you answer the difficult questions around your financial future.
That’s not, which fund will do better? Because no one can answer that question.
It’s more the questions such as, have I got enough money to never run out for the rest of my lifetime?