Our clients include:

• Retired people seeking assistance in planning investments and the need for ongoing advice, with practical support of documentation. This enables clients to not only have the security of direct ownership of investments, but also the ability to keep up with changes, without worry.

• People nearing retirement, who need to plan and invest for their future independence.

• People who have acquired a significant sum, for example, an inheritance, sale of assets, redundancy, superannuation or insurance payouts.

• Business owners, self employed or farmers who are wanting to diversify their investments and increase their own knowledge base without the waste of their precious time.

• Trustees of family trusts, charitable trusts or superannuation funds, who are legally required to invest prudently, but do not have independent investment research or adequate resources available to them.

• Busy executives or professionals who do not have sufficient time to properly manage their finances and also cope with their work pressures.

• People who are going through significant changes in their lives, such as a separation, divorce or death of a loved one and need assistance with the new financial challenges now facing them.

• Young people coming out of University or early in their work career seeking financial advice on how to achieve their goals and plan for their future.

• People in mid-life, and parents, building the foundations for their financial independence, while working towards goals, such as, overseas travel, upgrading their home or vehicle, children’s education and long term goals, such as, retirement.

• Institutions who have significant funds set aside for future development goals.

• Farmers and Business Owners that require Specialist Business Risk Management Planning in conjunction with their Accountant and Legal Advisor.

• Succession planning for Business owners