CLIENTS
We specialise in helping lawyers.
By working with only a small number of clients your personal CFO is readily accessible and responsive to your ongoing needs.
As specialists, we add significant value to clients by bringing to the table knowledge and experience gained from focusing solely upon the specific and unique needs of this profession.
The type of client we serve best:
- Is genuinely a nice person to deal with
- Has an income of $200K+ pa and or investment assets of $1M +
- Is time poor
- Wants a single advisor to oversee and co-ordinate all areas of their financial affairs
- Wants to delegate responsibility for action to a trusted third party
- Is serious about achieving a fulfilling lifestyle
- Is serious about achieving their financial potential
- Places a high value on personalised, independent, unbiased and impartial advice
- Values the benefits of paying fees over commissions
- Values transparency and set fees up front