We don’t get paid to predict when it’s going to rain.
We get paid to build arks.

We don’t get paid to predict when it’s going to rain.
We get paid to build arks.

How we help

‘Helping clients stick to their financial plan when they feel worry and anxiety relies on maintaining a long-term perspective.’

We collaborate on a deeply personal financial life plan, which will help to answer expensive questions you may have surrounding your finances.

The financial planning process we will go through will remove any anxiety you may be feeling about your finances.

It will provide you with clarity about wealth creation.

It will showcase proven and back-tested methods of wealth preservation.

And, it will give you the confidence of leaving behind a meaningful legacy for your loved ones.

FINANCIAL PLANNING

Questions we will help you to answer include:

Do we have the right financial building blocks in place?
When will I be able to afford to retire/make changes in my life?
What happens to my family if I die or become seriously ill?
Will I ever run out of money?
How can I be more tax efficient?
Am I investing my money wisely enough?
How much do I need to sell my business for to achieve the life I want?
How do I preserve and pass down the wealth I’ve spent my lifetime building?

INVESTING

Guided by empirical data and academic research we believe:

Capital markets work
Risk and return are related
Asset allocation and portfolio structure drive portfolio return
Consistent out-performance is rare
Costs matter
Diversification is essential
Investor behaviour is a key determinant to their long-term outcome

(Learn more about our wealth management approach)

TAX PLANNING

A considered and efficient tax planning service which covers:

Your objectives, time horizons and jurisdictions
Your circumstance and current financial position
Your available allowances and those of your spouse
Advice suitability with one eye on not letting the tax tail wag the dog
Risk - and not exposing your household to unnecessary levels of it
Efficiencies of the entire tax product and allowance universe
Regular reviews to ensure we evolve with the times

WEALTH SHIELDING

Protecting wealth for you and your loved ones:

Inheritance Tax mitigation
Bloodline and multi-generational protection
Lifetime inter-generational gifts and transfers
Wills, Trusts, and Tax efficient family structures
Estate simplification and secure record keeping
Executor, Trustee and Beneficiary decision making
Support and continuity of our service for your loved ones

GOOD GIVING / PHILANTHROPY

Creating more financial joy and empowerment:

Clarify your good giving goals going forward
Understand the breadth of gifts and time you have to offer
Find meaningful volunteer opportunities that fit your stage of life
Understand and identify charities you might want to support
Confidently say ‘no’ to fundraising requests that don’t fit your plan
Move from being a reactive giver to an intentional, informed giver

COACHING CORNER

Helping you to overcome whatever life obstacles you face:

Transitioning into a portfolio career approach to life
Exploring your life before, during and after retirement
Supporting you as a leader or/and as a business owner
Courage and confidence building
Supporting you if your marriage is under pressure or ending
Assisting blended families to build a harmonious home life

TRAVEL / ADVENTURE PLANNING

A complementary service offering beautifully designed trips:

Dedicated travel concierge service identifying holidays that inspire you
Create your perfect hand-picked package
A dedicated person doing all of the planning for you
Ensuring all visas, entry requirements and local taxes are understood
Keeping you informed of any country or travel changes/restrictions
ABTA protected

Click to learn more about our award-winning process