Our clients

Immediate pre-retirement and retirement - "much better late than never ..."

This group describes couples who have decided to retire or are already retired. They do not expect to receive any more exertion income and need to rely on accumulated investment wealth to meet their lifestyle aims. They are likely to have at least $2 million of investment wealth and own their residence outright.

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Any children are now likely to be largely financially independent on a day-to-day basis but weddings, grandchildren and help to purchase property could require sizeable expenditure.

The "Brian and Cynthia Grey" case study provides an example of a potential client who would greatly benefit from our service but, in an ideal world, would now be better placed had they addressed the issues they now confront earlier in life.

"I have total confidence that I am in good hands and there is good communication with me and my accountant."

Anonymous client response
Source: November 2008 Wealth Foundations Client Satisfaction Survey

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