Our results with clients

Here are some examples of how we can help. Everyone is different, which is why we take time to get to know you first, before we make any recommendations.

Turning the complex into the simple leads to peace of mind

Before coming to us, our clients, a retired couple, had been making investments on a piecemeal basis with no overall strategy. This led to overly complicated investments and a mountain of paperwork. Read more …

Debt free without exhausting an entire pension fund

A senior executive approaching retirement was keen to repay his mortgage liability but thought his goals were not achievable. We were also able to take advantage of tax efficiencies. Read more …

Providing a client with a clear picture of all aspects of his wealth

Our business owner client now has a clear picture of his total financial position and the knowledge his investments are working for him.

With this has come peace of mind and the security that he can start to plan an early exit from his business. Read more …

Gifting without impacting quality of life

A recently widowed client gained great comfort following a financial review and cash flow planning exercise, knowing she could give significant sums of money to her children without impacting her quality of life.

They were able to pay off their mortgages early and she was able to enjoy giving money while she was still alive to see her children enjoy it. Read more …

Bringing forward retirement plans by several years

A senior employee considering retirement, was able to re-structure their arrangements and opt for earlier retirement, bringing forward his plans by several years. Read more …

Using cash flow planning to demonstrate the viability of making certain decisions

A business owner, who sold his business for a significant sum, but had extremely high ongoing annual expenditure, was reassured following a cash flow planning exercise.

We were able to both demonstrate the sustainability of the expenditure pattern and show that our client could consider gifting to help his children acquire properties. Read more …

Menu