How We Work


Our process for getting the best outcomes for our clients is simple, take the time to understand the client, the situation, the goals and objectives. With a true understanding comes the ability to work closely together to achieve the desired outcomes.

Our offering is tailored for each client. That is, not everyone is seeking to achieve the same thing, so how can you approach each client with the same ‘cookie cutter’ recommendations. You can’t! We work with our clients to determine what we need to do to achieve their goals and objectives.

No longer will clients have to feel confused about what they are paying or how much revenue the adviser receives. We discuss fee structures early on and agree on a structure that works best for the client. 

Every year we have a fee review discussion with clients which includes the services undertaken by the adviser over the preceding twelve months. We believe in transparency and the openness to discuss fees with the client and adviser.