With years of experience across financial planning, wealth and investment management, wealth and investment management, risk, insurance, and employee benefits, we’re able to identify wide-ranging problems, provide an integrated approach, give good advice in many areas, and support you in the long-term.
In everything we do, we believe in making a sustainable and enduring difference that leaves a legacy. We are driven to help our clients become financially resilient so they, too, can make a sustainable difference.
We take a stewardship approach to working with you – your dreams, your family, your legacy as well as your finances.
We’re also committed to environmental, social and governance standards and are a founding member of the Sustainable Business Network. We commit both time and resources to a range of charitable, social and environmental causes.
We provide a range of strategic advice and integrated financial solutions built on three key principles:
We combine our technical expertise with an innovative mindset which drives our legacy-oriented approach. Just as an architect combines creativity and technical competence to create superbly effective buildings, we as ‘financial architects’ create elegant and effective financial solutions that work – and last.
We work closely with our investment research partner and with other professionals such as accountants, lawyers and insurance specialists, coordinating our respective services for you.
We help people and their families achieve their goals, especially those going through transition – unexpected wealth such as an inheritance, transitioning to retirement, and sale of a business, helping them navigate their way to clarity and confidence1.
Rob and Mary