Who we work with
We work with successful business owners, people looking for a successful retirement, executives and their extended families working towards financial independence, along with wealthy families looking to protect or distribute their wealth for the benefit of their loved ones.
Wealth Builders
Those who are looking to build their wealth with a view to achieving financial independence, the day when work becomes optional. Our signature Grow programme has been designed for people looking to achieve financial independence.
Wealth Consolidators
For those who have achieved financial independence and are now looking for confirmation that they can afford to live their version of a rich and fulfilling life, without the fear of running out of money. Our Freedom programme was designed for this purpose.
Wealth Decumulators
For those that are living their own version of a rich and fulfilling life, whilst passing their excess wealth to the next generation. Generally looking for the peace of mind that they can continue to live the life they desire, without the fear of running out of money, or dying with too much. Our Legacy programme was designed to help clients meet this goal.