Financial and lifestyle planning services
We are a boutique financial planning and wealth management business, committed to helping our clients understand their goals, dreams and aspirations. This forms the basis of their personalised plan, designed to set them on their path toward financial freedom.
Specialist training at the Kinder Institute of Life Planning and strategic partnerships with members of the legal, accountancy and private banking profession enable us to provide an integrated solution, whatever your needs or circumstances.
The relationships we build are based on trust, authenticity and integrity - so you can focus on what really matters.
Family office services
- Full-service wealth management
- Protecting and preserving wealth
- Behavioural finance
- Risk mitigation services
- Tax planning, across the generations
- Charitable trusts and legacy advice
- Establishing a family charter
- Concierge services