Becoming a Client

Our advisers will meet with you to talk about your current situation, what’s important to you, your financial goals and your tolerance for risk. This may require a series of meetings with you before we can finalise our advice. Once we understand your needs we will create a wealth management plan for discussion with you.

Custodial Based Accounts
We specialise in handling custodial-based accounts for investors who are looking for a long-term partnership with an adviser.

We do not handle all referrals and enquiries we receive. If we believe your expectations are unrealistic or too onerous, we will not provide advice.

Minimum Thresholds
To ensure we can deliver a high quality service to our clients, we have higher than usual minimum thresholds for new client relationships.

The Process
We follow a comprehensive and internationally recognised process for establishing new client relationships:

 

The Next Step
Are you ready to take the next step and become our next client? Contact us now to see how we can help you to secure your financial future.