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OUR CLIENTS

We help motivated singles or couples over 50 who are dead serious about retiring early and exploring a beautiful life outside of work.

We help over 55s with big dreams of retirement and those wanting to secure financial freedom with a steady hand guiding them with clarity and care.

BREAKING DOWN THE MYTHS OF FINANCIAL ADVICE

WE DO NOT...​

  • Make you rich

  • Sell you products

  • Tell you what you want to hear

  • Recommend the next hottest investment

  • Only chase returns

  • Tell you how to spend your money

  • Scold, judge, or make you feel silly about your relationship with money

  • Only look after the wealthy

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WE DO...​

  • Appreciate that there is more to life than just numbers

  • Work as a team with our clients, on the same level

  • Educate, educate, educate

  • Focus on family, lifestyle, and your passions

  • Align your deepest-held values with your financial plan

  • Removes stress to free up mental capacity to focus on health, family and time

  • Tell you what you need to hear, NOT what you want to hear

  • Help you define and express your goals and core life values

  • Provide peace of mind, simplicity and a trusted relationship

  • Consider our clients like family and provide around-the-clock support when needed

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