What our clients tell us we do well is the personal touch, the focus being on supporting and guiding them. Have a read through the reviews when you get a minute, we think you’ll like them.
Life is unpredictable and we need to be flexible. If you need an evening appointment, or a super early one to fit your schedule, they are available.
If you need a video appointment whilst you’re travelling, a text reminder because you’ve got a thousand things on your mind, consider it done. Need a chat over a coffee because something is worrying you, or a share market discussion whilst fishing, I’m in (just quietly, I love these).
If you really need to buy some shares you’ve had your eye on, but you can’t take calls because you’re playing at a golf course that has extreme regulations, we’ve got you covered.
These are all real client scenarios from the last year. If this sounds like the sort of adviser, the sort of team you want to work with, we’d love to have a chat.