We help families and not-for-profits steward their wealth with confidence.
Independent since 1997.
We are a discretionary investment counsellor helping our clients steward their wealth with confidence.
Stewarding your family wealth
Workingwith NOT FOR PROFITS
Bringing broad experience to your decision making
Defend, consolidate and grow your practice
Understanding my entrepreneurial mindset
We helped Paul by being as progressive with investments as he’d been with his career.
Read Paul's story
Working with someone for the whole journey
We helped Elaine by earning her trust and establishing a long term relationship.
Read Elaine's story
Getting a handle on my financial future
We helped Jasmine by giving her the confidence that she was making the right choices for her financial future.
Read Jasmine's story
It was hard to earn so we don’t want to lose it
We helped Karen and Andrew by preserving and protecting their hard-earned wealth.
Read Karen and Andrew's story
Making investment decisions on behalf of the foundation
We supported Douglas by bringing our broad experience to his foundation’s decision making.
Read Douglas' story
Helping to grow my practice
We partnered with Carl to assist the growth in his high net worth business with our broad investment platform and service offering.
Read Carl's story