Helping you to attain, retain and ultimately bequeath Real Wealth.

How much life do you think you have left?

The truth is that none of us know how much time we have left. We do know that we only get one shot at this life. This is why we think the broader concept of what wealth means is far more important than the number of zeros in your bank account.

This is the genesis for our concept of “Real Wealth”. We define Real Wealth as follows: 

Real Wealth = (Financial Freedom + Security + Fulfilment) / Time

How would you score your current level of ‘Real Wealth’ out of ten?

We can help you to plan, invest and live better - and increase your score - using our three core skills that, when combined together, are a unique, powerful and potentially life-changing service:

  • “The Money” is about managing Investments, taxes, risks to wealth and plans, and estate planning. We invest in a way to maximise the chances of a reliable outcome as defined by your wealth & life plans. You need investments that work, that reliably protect and grow your net worth over inflation, whilst feeling secure and confident about money, as opposed to worrying about running out.
  • “Your Number” is about financial planning, including calculating how much money is enough for your dream lifestyle, forever. We are different than most financial planners in that we encourage you to spend and live for today - naturally also taking care of tomorrow. Financial planning also comes with our hidden secret - Behavioural finance coaching. This helps you achieve lasting investing success by avoiding the common pitfalls when investing, with an emotionally stable ride as possible.
  • “Your Life Plan” is about helping you to better think about and articulate your most essential aspirations - your Life’s Purpose, if you like. What do you ultimately want to do? Who at your heart's core do you really want to be? What do you truly want to achieve? And by when?

So, if you thought ‘Real Financial Planning’ was about pensions and investments, you by now hopefully realise you missed the point. It is about Return on Life - "Real Wealth" - as much as Return on Investment.

Starting With You

We believe lasting happiness comes from living life - day to day, week to week - from having a clear sense of purpose and meaning. In other words, one needs a clear vision for their ideal future and self.

Once this is clear, with investments that work, your work, life, investment and spending decisions can be aligned with your vision and purpose.

This is SO important because life is far too short to waste time doing things you don't enjoy.

That’s why we always start with YOU...


Our Mission:

"To help our clients attain, retain and ultimately bequeath Real Wealth"

Our Vision:

"Real Wealth & Life Planning becomes the pre-eminent method for delivering financial advice globally"

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