Our clients are from different walks of life.
But if there is one thing they have in common, it is that they agree it is not a good use of their time to become part time personal financial planners. Rather, they consider they are likely to be better off focusing on what they are good at and / or what they enjoy. That list is long, but could include family, friends, career, hobbies, community and leisure activities.
While privacy and confidentiality prevents us discussing actual clients, the following provides profiles of people that are benefiting, or would benefit, from our strategic approach to personal financial planning. You may recognise someone you know or someone like you!