In a continually changing economic, market and legislative environment, static "set and forget" approaches to financial and risk management rarely provide investors with the optimal balance of risk and return.
We believe that markets are transactionally efficient but price inefficient. This leads investors to under-pay for returns, over-pay for price stability and earnings growth, and confuse risk with volatility. This creates great opportunities for benchmark unaware investors.
But in the end only results matter.
We believe in being judged on outcomes, not intentions, and to ensure our interests are aligned with those of our clients we offer an unconditional Satisfaction Guarantee.
Our Satisfaction Guarantee
If for whatever reason you are not completely satisfied with our services we will, at your option, either waive our advice fees or accept a portion of fees that reflect your level of satisfaction.
About our Satisfaction Guarantee
After many years helping clients navigate the difficult, complex and often confusing financial landscape, we understand the value that great advice can deliver and the damage that can be caused by poor advice or inaction. The people and businesses that seek advice deserve better.
We believe that advisers should not only act with their clients' best interests in mind, but should also take responsibility for their advice and the outcomes they create. In pursuit of these goals, we have built our advice framework around the following four Pillars of Excellence:
We believe that our Satisfaction Guarantee provides the best way of achieving these objectives. It ensures that we are not only accountable for our clients' results (both tangible and intangible), but also that our interests and motivations are perfectly aligned to those of our clients.