Making a positive difference, one family at a time
A credo is a belief system and we certainly believe in what we stand for and represent. There should be no doubt in your mind that you are dealing with a financial planning firm that is passionate about what it does and how it delivers that service to you.
We have turned the traditional financial advice model on its head. For many years, the whole focus of the financial services market has been to create products to be sold to the public to generate commissions and profits. It’s a 200-year-old market dominated by insurance companies, private banks and wealth managers and frankly it is rife with conflicts of interest. More than that, the traditional model doesn’t deal with real life problems.
We knew that we could do better than that, much better. So we started something new and different. We asked our clients what their concerns were, what problems they faced, what they wanted, and we listened very carefully to their responses.
In a nutshell, we are here to challenge the “big boys”, to truly put our clients’ interests first, to tell the truth about money. Our goal is to reinvent wealth management, as it is known today. Hopefully others will look back in years to come and see that our approach was the right one.
For now, we are a rare commodity.
We send out some great ideas, thoughts and inspiration each month. If you want to hear from us, add your email address here.