Value proposition

Independent Wealth Management

We believe in delivering advice through tested, long-term relationships within the club-style environment. Covering all areas of wealth management, we proactively manage an integrated lifetime financial plan tailored to each of our individual member’s financial objectives.

Through an extensive network of contacts and relationships we bring to members a wide range of investment opportunities. As well as conventional investment channels, we seek off-market, alternative investment opportunities aimed at generating risk-adjusted returns appropriate to meet each member’s financial plans.

The relationships we have with our members are the foundation of our business. We are 100% aligned with member’s interests and it is our proactive and entrepreneurial approach on behalf of our members that sets us apart.