We manage your finances differently. Giving you greater understanding, lower fees and better outcomes.
Traditional financial services are broken. A business model that hasn’t materially changed in decades. We believe there is a better way to do wealth management, using data and technology to help you understand if you are getting value - managing your money, for your benefit -
it’s time to do wealth differently.
Our mission
To disrupt traditional financial services delivering value through data and technology to empower clients to make smarter financial decisions.
Traditional financial services are broken
Too
expensive
Private clients are still being charged high fees despite advances in technology reducing fee loads for institutional investors. The higher your fee load, the more your investments need to grow before you get any benefit.
Too
complex
Financial services our full of complexity, from the language to the layering of fees. This is self-serving and used by the industry to hide behind and makes it very hard to answer a simple question, are you getting value
for money?
Conflicted
advice
Many financial institutions are incentivized to sell you their own products or lock you into services you don’t need, from restricted advice models to private banks. Truly independent advice
is hard to find.
Knowledge imbalance
The industry thrives on a knowledge imbalance rather than educating clients to make informed decisions.
How we do wealth differently
Low cost, transparent
fees
We understand how important the overall fee load is to the net returns you receive. We are committed to reduce costs at every layer in your financial setup to ensure you keep more of the returns your money has earned.
Simple
elegant solutions
We help you understand your current financial
set up by analysing
your existing portfolio
and independently benchmarking performance to establish if you are getting value for money.
We build a bespoke financial model of your life to help you plan for the future.
Data
driven and unbiased
Many financial institutions are incentivised to sell you their own products or lock you into services you don’t need, from restricted advice models to private banks. Truly independent advice
is hard to find.
Empowering clients
We passionately believe that we have a duty to empower you to make smarter financial decisions by giving you the tools and the knowledge to feel confident to take back control.
Why does this matter? Compounding. Small differences in net returns, make material differences to your future.
Illustrative example. Capital at risk and past performance is not a guide to future performance.
"If you are time poor, skeptical of traditional financial services and looking for a better way to manage your wealth then we would love to work with you."
Book an intro meeting now so we can explain to you a bit more about us and how we can help you manage your wealth differently going forward.
5 steps to take back control of your financial life
Understand
Create
Advice
Implement
Review
We take you through a 5 step process to take back control of you financial life split into three service levels:
/ Understand and Create - We help you truly understand your current financial position and create a bespoke forward looking model of your financial life. This may be enough for you at this stage and that is ok, but if you want to take action based on your plan then we would recommend you move to the next step.
// Advice and Implementation - Once we have a clear understanding of what you have and where you want to get to, we can provide you with personalised financial advice to help you achieve your goals. Importantly, we will then implement that advice for you to ensure that your plan is being executed and moving you closer to where you want to be. Once we have gone through this process, you may feel happy that your finances are in order and it's ok if you want to stop at this stage, but as we all know we live in a world of uncertain events and certain changes to tax rules, so if you want to keep on top of your finances on an on-going basis we would recommend our ongoing service.
/// Review - The world changes, life changes and tax regulations change, so in order to ensure that you stay on track to meet your financial goals, we offer a full ongoing review service that will help you achieve your financial goals over the long term and give you and your family peace of mind that you are doing the right things!
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