You might have noticed the three rings that are part of our logo, they represent our three guiding principles, Clarity, Strategy and Growth.
Clarity is our goal to make your financial life simple and understandable. We might be the ones doing all of the behind the scenes work but we need you to understand what we’re doing and be comfortable with all of the components of your plan. Some financial matters are complex. We are experts at explaining difficult concepts in simple terms.
Strategy is the action part of your plan. You have goals for the future and we have strategies designed to help meet those goals. Designing a strategy specifically for you is a bit like baking a cake, it’s a range of different ingredients all mixed together and accurately implemented to achieve a particular outcome for the future. We have a simple strategy rule – if you’re not comfortable with it, we won’t do it.
Growth is obvious, there is no neutral gear – your wealth is either increasing or declining. We want your wealth to increase but we also need to manage the risks you face. Growth is also not financial at all – growth of your family, growth of knowledge, and growth in the experiences you’ve enjoyed are also important. Having your financial matters in check means that you have the freedom to pursue a full and growing personal life.
We analyse and clarify. We are inspiringly fresh. We will generate growth.