We are Chartered Financial Planners
We believe financial success can’t be measured by a bank balance. We view your wealth simply as an enabler to help you pursue and fulfil your passions, provide opportunities for you and your family and give you the freedom to dictate your own path.
We are Chartered Financial Planners, and our approach is fresh, dynamic and uncommon. We work with successful Tech Founders and Executives, many of whom have sold or floated a company.
Our goal
We want everyone we work with to have peace of mind that their wealth is cared for and managed expertly so they can focus their energies on the things that give them the greatest fulfilment, whether that’s love, life, family, fun - or changing the world through their work.
We work best with those who want to retain control over their finances, but wish to delegate some of the day-to-day management and implementation of their financial plan to someone they trust. They value professional advice and exceptional, personal service that is tailored to their specific needs.
Our goal is to provide our clients with the tools, resources and objective input that will allow you to make smart decisions with your money now, and for life.
Putting the ‘personal’ back into Personal Finance
We don’t believe anyone has the right to tell you what to do with your money without first understanding what is important to you and what you want out of life.
We therefore put you, not your money, at the centre of everything that we do.
Financial planning is an art that blends economics with emotions. Whether we like it or not, we all have an emotional and often complicated relationship with money.
We believe understanding how you think and feel about money is an important step to improving your chances of financial success. Success means different things to different people. It’s important that your financial plan reflects that.