Our Expertise
A sample of what we will do for you as part of our MasterPlan™ Maintain Programme
- Help you think about what you wish to achieve now and also in the medium and long term. Build a specific and robust financial plan using sophisticated financial forecasting software. Tell you what is and what is not realistic
- Be a critical thinking partner to you, and challenge you to live the life you want to live, within your means
- We know how investment management works and where the returns come from. We know what information is relevant and which is noise
- We help you implement the right structures at the right time, and which companies to use to get the desired results
- We’ll help you realise what you are worth. We can help you to insure yourself and your family against unpleasant health surprises
- We know what asset classes and financial instruments provide the real returns, and know which ones to avoid. We help you focus on ‘what’s always worked ‘and avoid ‘what’s working today.’
- Help you understand the difference between loss of capital, volatility, and inflation. Importantly, we’ll help you act accordingly
- Help you realise that investors are the biggest wealth-destroyer of all, and to control your behaviour through all market cycles, fads, fears, euphoria, and Armageddon
- You have access to our combined expertise of over 70+ years with non-standard investment and pension planning (link to our team)
- We dislike unregulated advice and murky financial products and have a finely tuned scam avoidance antenna
- While doing all of the above, we schedule regular planning meetings with you to ensure your plan is on track, that it’s fit for purpose as your life changes, and to make valuable adjustments only when we need to
