Frequently Asked Questions:

Q. Do I have enough money to work with a personal financial planner?
A. We work with two types of clients. Firstly, those who have wealth and wish to maintain and grow it. Secondly, those who wish to build their individual wealth over time.

Q. What is the initial cost?
A. With most of our clients, being busy professionals, the initial cost is one if TIME. Consultations are free of charge and without obligation. Most people find it time well spent even if no recommendations are taken up.

Q. What happens if I need money quickly?
A. The very first stage of sound financial planning is to ensure that you have an adequate cash reserve of at least 2 months outgoing for emergencies. This would typically be held in an offshore bank.

Q. How do I know my money is safe?
A. We only recommend that you place you hard earned money with third parties with the highest levels of financial stability in well regulated jurisdictions.

Q. Financial jargon confuses me and make me nervous. Will I be able to understand your recommendations?
A. We always explain matters in easy to understand methods, whilst covering all relevant facts, so that you are able to make decisions with confidence and understanding.

Q. How independent are you?
A. We have no financial obligations or ties with any financial product providers. We insure that the most suitable product providers are selected and tailor everything to your individual circumstances.

Q. Okay - I like what I see, what's the next step?
A. Contact us today.