True financial sustainability starts at home. With each person’s ability to udestand their finances and to become financially empowered and independent.
Bringing together Traders, Bankers, Insurers, Trustees and Accountants alike, our common knowledge was testament to a simple fact.
Each aspect of your finances is interconnected – when one is changed, the others are affected.
Only by integrating and managing your investments, insurances, taxes, property and healthcare holistically, can you achieve sustainable, lasting value that will weathe any storm and stand the test of time. When this is achieved, the result is truly greater than the sum of its parts.
Our integrated model and dedication to including our members in decision-making on all levels, builds a more friendly, transparent and inclusive financial industry. No more small print, no more being told what to do.
We approach each of our clients with fresh eyes to develop bespoke financial strategies around our core values.
We provide our members the information and tools to achieve financial inclusion. In other words, to become active and informed participants in their financial affairs. Feel free to get a second opinion – we stand by the quality of our advice. We seek to earn your trust, not to demand it.
We only propose flexible insurance policies and financial solutions – no long -term fixed contracts, where possible – no hidden costs or pitfalls. We adapt your insurances or investments as and when you require, such that your finances remain perfectly aligned to your needs. By comparing the market, we provide cost-effective and reliable solutions.
We pride ourselves on a highly qualified team which regularly participates in conferences, presentations and trade events. Each member of our team holds certification in their are of expertise and has dedicated themselves to continuous, ongoing training to remain at the leading edge of their industry.