For well over 10 years we have been talking to a broad range of people. Our clients range in age from late teens to those well over 70 and come from very diverse backgrounds; Gen Ys, professional people, business owners, full time investors, young families, empty nesters, etc. One thing they all share is a desire to move forward financially and positively to change their current financial position. Whilst our clients are focused on becoming financially free they are more focused on living a lifestyle that they want. The type of clients and situations that we have worked with over the years include those:
 at the beginning of their working careers who want to build solid financial foundations early on- struggling with mounting debt and want a practical plan to get on top of it
- wanting to feel confident about managing your money but not sure how to get ahead
- wanting to set up an investment strategy but not sure where to start and what the options are
- wanting to change your current lifestyle and need to restructure your finances to do this
- wanting to ensure you are maximizing the value you get out of each paycheck
- who are looking for an independent person to review your current investment strategy and suggest options for improvement
- who are wanting to start a new business or have just started one and need some direction
- who have inherited some money or come into a windfall and would like an independent review of what options are available to you
- need help developing a financial plan for retirement
- who are in a business but feel they need some help to get it to the next level or make the business more profitable
- needing to restructure your business to make it better suit your desired lifestyle
- looking at taking on a business or investment partner and not sure of the advantages and disadvantages and what to look for oralready in a partnership that is not working and would like some guidance
- You are in the process of getting divorced or separating from a partner and would like to talk through a financial settlement before you incur the expense of lawyers – this can be done separately or together (if you are on good terms)
- who just need a good solid financial sounding board to discuss your situation with someone who is experienced and well qualified and not trying to sell you something
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