About the Business
Our approach to finance isn't about us, it is about you.
We treat every client of ours as if they are our only client. We don’t believe in minimum loan sizes, minimum incomes or minimum assets. We are only interested in providing advice to you at whatever level it is required. Service is paramount to our firm and we have won awards for the service we deliver.
Despite being one of the country’s fastest growing financial firms, we recognise that our continued success is dependent on making sure we get matters just right for you. After all, happy clients refer their friends, their family and their colleagues.
We recognise when it comes to your finances, you want to be dealing with an expert in their field. Our key asset is our people and we invest heavily in them. Having been selected from only a small proportion of financial advisors that can meet our strict selection criteria, our people are continually developed by our in-house training team. This provides you with the peace of mind that your advisor’s expertise is keeping pace with the complexities of a fast-changing financial world.
We also recognise that the personal approach is imperative when dealing with sensitive matters such as finance. All of our clients have mobile access to their designated advisor and we offer as many face-to-face meetings as you need.
Business Services
Wealth Management
Business Protection
Location & Hours
40 Saint James Street