We’re grateful to have clients who are willing to share information about their business, the community projects they’re involved in, and other important aspects of their lives. We firmly believe that a strong relationship with your financial planning team is essential, and we’ve found that our clients tend to share similar traits.
Our ideal client is generally:
- an advice-seeker
- long term and planning focused
- someone we can relate to
- interested in being an active participant in their financial future
- a pleasure to deal with on an ongoing basis
This includes business owners and self-employed entrepreneurs, individuals and families who are interested in actively participating in a longterm financial strategy, and multi-generational families looking at redistributing assets amongst their family.
If this sounds like you, we’d love to chat.
We’re looking forward to working with you.