Does your financial plan measure up?

Take our 2-minute, 10-question Financial Planning scorecard to find out where you’re really at.

It’s totally private to you unless you choose to share the results with us.

START

Alternative Financial Planners

We do things differently…


…by understanding YOU and the lifestyle YOU wish to maintain or achieve
…by helping YOU know and understand YOUR numbers
…by asking the right questions and applying our unique skills.

Family Office

For discerning families who value privacy, our bespoke service includes:

  • Complete financial and tax management
  • Lifestyle travel service
  • Generational wealth succession management
  • Philanthropy
  • Fiduciary

What we believe

Take the road less travelled.

Life isn’t short. We just waste a lot of it. 

The harder you work at something, the better you get.

Don’t die before your death.

There’s only one race, the human race.

Life is best lived in the present moment.

Gratitude is the most powerful medicine.

Today is yesterday’s tomorrow!

If you'd like to live more in the present moment without fear of the unknown; without fear of ever running out of money, then we'd like to connect with you. Once an initial consultation has been confirmed, this will be at our expense and at no obligation to you or us.

Email us your name and cell number and we'll be in touch

Email Now

.

Our client promise

.

To tell you the TRUTH about money!

.

.

.