skip to main content
Three generations - grandfather, mother, daughter - looking at an iPad together

Our clients

We enjoy working with private individuals, families and charitable organisations. For us, it's about developing long-lasting rewarding relationships, giving clients the freedom to live their lives while we take care of the investment strategy.

Ultimately we work with clients with whom we have a mutual respect and trust.

Our strategies are designed to take form over several years and it is important that we collaborate and consult with you during our long-term partnership.

Characteristics of our clients include two or more of the following:

  • Owners or former owners of successful businesses
  • Beneficiaries of family wealth
  • Highly successful in their chosen career or profession
  • Recently sold or planning to sell assets
  • Have a desire for clarity and confidence in their financial future
  • Are striving to achieve or maintain financial independence where any paid work is by choice not necessity
  • Are responsible for financially supporting and enabling family, children and/or descendants
  • Have philanthropic or altruistic aspirations requiring long-term financial planning
  • On the path to strong financial success, now or in the future
  • Have $500,000 or more to invest
  • Are seeking a comfortable retirement with the freedom to pursue hobbies and interests

Read our case studies and testimonials to see how we may be able to help you.

Person standing at the end of a dock looking across Lake Kaniere at sunrise, arms raised to greet the dawn

Real stories

Case studies based on the experiences of actual clients. These have been edited by us to protect client privacy. Read more about our real stories

Couple relaxing in deckchairs on the beach, watching the sunset


A collection of our testimonials - short quotes about us and the way we work, written by our clients. Read more about our testimonials