Why Us

The financial planning and accounting environment is bursting with advertising and seemingly endless options of service providers. For this reason, find below a brief list of 10 primary reasons why our discerning client base have engaged our services:

1. We are always candid, direct and honest when speaking with clients
2. Our personal philosophy is predicated on improving our clients' situation, not our own
3. Our service fees are fully fixed and quoted up-front, before any formal engagement, preventing any uncertainty
4. Our clients can monitor their investments in live time, 24 hours a day, 7 days a week
5. Our staff hold postgraduate level qualifications, which aren't 'for show' but out of necessity 
6. We are not owned by a big bank or any other large corporation 
7. We are not bound to any particular investment structure or financial security; nor do we own any in-house product
8. We are approachable and able to answer complex questions with on the spot, jargon-free answers
9. We understand our clients are exceptionally busy and have systems in place to allow for this
10. We provide a total private wealth solution across multiple divisions working in unison