With a small and dedicated team of well informed professionals and a self imposed restriction on the number of clients we are prepared to work with, our role is to spend the time to create truly customised financial solutions which squeeze out every last drop of value for our clients.
We offer the ultimate in personalised service, constantly and tirelessly researching the latest products, developments and performance in the market and applying it to our client’s portfolios. We utilise a combination of our own proprietary analysis and frequent face to face contact with funds managers and key service providers to keep us at the leading edge of emerging trends and the latest developments.
Most importantly we always keep you fully up to date and informed; you can choose your own performance report schedule - every month or every quarter, whichever suits you best.
Our key objective is always to maximise your “take home returns” (i.e. after tax returns), with an appropriate eye on risk.
Another important aspect of how we operate is that we follow our own advice. We employ the same strategies, we use the same structured solutions and service providers, and we invest in the same funds and shares that we recommend to clients. This is just another way that we seek to have our interests and those of our clients directly linked.