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OUR SERVICE

Overview

We work with a small number of clients so as to provide a highly personalised comprehensive financial management service with minimum client involvement.

Our aim is to ensure your professional success translates into financial and lifestyle success, recognising that your practice is your immediate priority.

Your own personal CFO is responsible for overseeing and bringing disciplined management to your affairs.

Each personal CFO consults to no more than 50 clients, acquiring a deep understanding of each individual’s objectives. This enables us to design and action truly individualised financial solutions.

While you are doing what you do best, your finances are professionally managed so that at the end of the day you are in a position to reap the benefits from your years of professional success.

As is the case with long standing clients, we anticipate our relationship developing to the point where you have unconditional confidence that our advice is in your best interests. Long standing clients often say they consider us their impartial sounding board, increasingly in non financial areas.

We are fee based, do not have our own products and are independently owned and licensed. You can have confidence that our recommendations are made without conflicts of interest created by links to financial institutions, fund managers, large planning groups, banks, stockbrokers, accountants or other promoters of products.

Our process

We work closely with you to determine your personal, financial and lifestyle goals and objectives.

We develop a strategic plan for you and make recommendations, you make decisions, and we take responsibility for implementing and monitoring those decisions.

We help you by overseeing and coordinating your ongoing financial affairs. For example we can have view only internet access to your bank accounts to monitor your cash flow and help ensure you have sufficient cash to pay your tax.

We place your time at an absolute premium and save you time by acting as a single point of contact for your:

Services