"Annual income twenty pounds, annual expenditure nineteen pounds nineteen and six, result happiness.
Annual income twenty pounds, annual expenditure twenty pounds ought and six, result misery."
Charles Dickens (Mr Micawber, David Copperfield)
Our clients are professional women who spend most of their day at work and the remainder of their time taking care of other responsibilities.
They are generally income rich and time poor, preferring to outsource the time-consuming but essential activity of wealth creation and protection.
They are either single or part of a couple who share the financial decisions of the family.
They are in the accumulation stage of asset building – either starting out or consolidating.
Above all, our clients understand the importance of a rigorous commitment to creating wealth as a means to achieving true financial freedom.