We are an innovative wealth management business on a mission to empower as many people as possible to make more rewarding financial decisions.
We believe that the current advice system needs to change. There’s too much price clustering and not enough service differentiation. Too much focus on portfolios and too little on people.
Uniquely, we aim to reduce your investing costs over time, including our own fees, by charging you time-based fees and proactively simplifying your finances. This leaves you more of your returns to spend on what's most important to you.
We’ll help you visualise what your financial future might look like - we’ll show you that everything is going to be alright. And if it’s not, we’ll help you work out what to do about it.
Some Key Benefits:
FOCUS ON SIMPLICITY - You reduce your costs and increase your understanding
INNOVATIVE CHARGING STRUCTURE - You pay for what you value
LOGICAL INVESTMENT APPROACH - You invest based on evidence, not emotion
INDEPENDENT ADVICE - Your adviser is not pressured to sell in-house products
WELL QUALIFIED - Your adviser will have top level qualifications
SMALL TEAM – You avoid tiresome bureaucracy
If you're collaborative, inquisitive and intent on maximising life's opportunities, we'd love to hear from you.