Our Purpose

We help clients build, manage and sustain long-term wealth. We provide peace of mind and a sense of financial well-being; giving you more time, more security and more freedom to enjoy life.

The Financial Services industry is self-serving, overcomplicates for profit and generates a vast amount of misleading information. We have set out to empower clients; helping them achieve and maintain the lifestyle they want for themselves and their families. We care for our clients and work with them to create a long-term plan, not a collection of products.

Evidence shows that individuals with trusted financial advisers accumulate more assets during their working life and benefit from increased income in retirement than those who do not. The value we add far exceeds our fees. We will give you clarity, confidence and control over your financial future.

Mark Martin Chairman

How We Do It

We help clients build and manage long-term wealth so that they can reach their financial goals. Our approach is designed to provide clients with CLARITY and CONFIDENCE.

  1. We will ADD significant VALUE to your finances.

    Evidence shows that individuals who receive financial advice accumulate more assets during their working life and benefit from increased income in retirement than those who do not. If you work with us, then our fees will be repaid many times over.

  1. We will focus on YOU and your FUTURE

    Your hard-earned money is wasted unless it is put to work enabling you to live the life you want to lead. We offer a highly personalised service. We will take time to understand YOU, your story, values, needs and goals. We will ask the right questions, challenge your assumptions and actively listen.

  1. We will help you ORGANISE and OPTIMISE your financial affairs

    We will help you get your financial house in order and keep it that way. We will analyse your existing arrangements and design a plan to help you accomplish your goals and build long term multi-generational wealth. We remove the time, hassle and stress of financial matters.

  1. We will make recommendations based on RESEARCH and EVIDENCE

    We are not owned by any institution, so our advice is never tainted by conflicts of interest. We work with you and for you. We will always be fiercely independent and make our recommendations solely based on research and evidence.

  1. We will help you make INFORMED financial decisions

    We have the skills, knowledge and expertise to deliver reliable advice on every aspect of your wealth. We will help you make intelligent and informed decisions with your money, ensuring you avoid costly mistakes and enabling you to maximise your wealth over time. We will stop you from doing the wrong things, at the wrong times, for the wrong reasons.