Client focus
"Our strict client focus ensures your financial goals and objectives are of the top priority."
Anthony Windress – Partner
We limit the number of clients held by each partner and private wealth adviser to ensure that only the highest level of service is provided to our clients.
Our clients have often invested a great deal of effort and a major portion of their lives in building a substantial financial position and we take extremely seriously our role as adviser in preserving and building the wealth of our clients.
We transform business wealth into personal wealth and security
We provide financial advice and services to an exclusive group of wholesale, sophisticated or professional investors. Our clients must be:
- professional or business people, earning in excess of $250,000 per annum;
- business entrepreneurs or other individuals, with a net worth in excess of $2.5 million;
- family, individual and charitable investors with over $1 million of capital to invest; or
- corporate trusts, family offices, industry associations and deceased estates with $1 million plus of investable funds.