The families we work with:

• Have $1,000,000 or more in investment or business assets;
• Are willing to entrust their financial decisions to our team of professionals;
• Want an enjoyable and rewarding relationship.

These clients are most likely to value what we do if they:

• Appreciate the need to have a properly considered private wealth plan;
• Will work toward their financial goals by carrying out agreed actions;
• Prefer to collaborate with a trusted professional on financial matters, rather than do it themselves;
• Will devote time to progress meetings each year so that their plan stays on track;
• Are prepared to pay a minimum fee of $5,500 per annum to retain our ongoing services; and
• Will openly communicate their needs and preferences so that they can benefit from a tailored approach.