Humble Achievers

You have achieved financial independence and are in a position where you want to use what you have to help others achieve more.

You want to share the burden of financial management with someone you can trust. Here’s the process we follow to give you the confidence we can help:

 

STRATEGY CONSULTATION

We spend time getting to know each other.

We find out where you need help and support and how you want to help others.

You gain insight into how we do business and whether we’re the right firm for you.

STRATEGY ANALYSIS

We do financial modelling to reassure you that your money will last a lifetime without taking unnecessary risks.

We will likely create up to 5 or 6 scenarios to show you the options you have to help your family and the community if this is important.

ADVICE AND IMPLEMENTATION

We focus on your investments to ensure that they are appropriately invested to meet your lifestyle through retirement.

We help ensure that your estate planning needs are in place.

ONGOING PARTNERSHIP

In our ongoing partnership we:

  • Keep you financially organised.
  • Act as a sounding board, bouncing around ideas and getting creative.
  • Ensure you understand all the options available to you.
  • Reassure and remind you that everything is going to be okay.
  • Review the investment strategy to ensure it continues to make sense.

If you don’t see value in these then you might not need us.