Our clients are hardworking, self-employed, successful entrepreneurs who commit their time to their business or their profession. Through their career and into retirement they engage our team to oversee the protection and management of their wealth so they can focus on what matters to them – their business, family, friends, hobbies and passions.

As Our Client, You Have Some of the Following Unique Strengths

  • You are successful because you advocate change and progress.
  • You want to surround yourself with a team of experienced professionals who can handle sophisticated financial matters.
  • You seek good advice and follow it.
  • You are long-term focused.
  • You focus on the bottom line and let others around you focus on the minutiae.
  • You are amenable to a discretionary, well-defined financial relationship.
  • You want to enjoy life to its fullest.
  • You seek the freedom to do the things you love doing.

As Our Client, You May Have Some of These Unique Opportunities and Risks

  • A clear, defined exit strategy and succession plan from your business.
  • Significant free cash flow from business or profession.
  • The need to protect your business, livelihood and wealth in the event of an unexpected illness or death.
  • Significant tax liabilities.
  • Opportunity to employ tax-efficient strategies using your corporate structure.
  • Sophisticated planning needs.
  • Time constraints.
  • The need to protect sizeable wealth accumulation that has or will occur in your business or profession

By using our collective strengths, our team of professionals will address these opportunities and risks and promise to create “Your Unique Experience”.

We believe you should be passionate about what you do and have the freedom to do it.