Helping clients achieve and maintain their desired lifestyle

Most clients are company directors, members of the professions or private investors. Although many are entrepreneurs, some are very cautious investors. Among the professions the largest cohort are lawyers.

Most of our clients plan to be financially independent and want their families to be secure in the event of their death or disablement.

They want to minimise their tax liabilities and have a good standard of living with a strong capital base, high income and sufficient time to enjoy the fruits of their labour.