Your own personalised family financial roadmap. A detailed financial life plan using sophisticated forecasting software that allows us to model your ideal future lifestyle.
Your Future Map pulls together all aspects of your money, your family and your life aspirations. It examines what a life well-lived looks like for you and ensures that your resources are structured in the best way and optimised to ensure you maximise your Return on Life as well as your Return on Investment.
True Wealth is knowing you can secure your family’s future.
Until we know more about you, your family, your values, we haven’t earned the right to talk about your money. This is base camp and a vital first step.
Establishing your family’s financial North Star.
An intelligent framework to allow you to make smart choices for your family’s future security.
When it comes to investment management, every investment manager’s got an opinion and a nice colourful chart with an upward sloping graph from bottom left to top right!
That’s why as an independent business with no products or funds of our own we have created an investment proposition founded on rigorous academic evidence.
Our philosophy is based on empirical, Nobel prize-winning research, not from the fund groups who have a vested interest in selling their products to the public.
In our opinion, there is no smarter or more intelligent way to manage your money and the performance numbers prove it.
True Wealth is knowing your money is being deployed intelligently.
Focus on capital preservation and optimised to power your Plan/FutureMap.
Low costs, greater returns for you.
Consistently amongst best-performing portfolios in the market – with data to back that up (facts not fairytales – science not guesswork).
No one has achieved great things alone and some of the most successful people have surrounded themselves with a team of world-class professionals to support them.
We have assembled a team of experts who have years of experience in solving the unique problems faced by people just like you.
True Wealth is knowing that you have a partner you can trust.
A unique blend of technical expertise and coaching skills.
Your personal accountability coach to guide you in an uncertain landscape.
Your family’s own Trusted Adviser. The team of professionals who understand you and your unique circumstances more than anyone outside your family.
A 15-minute phone, video or in-person meeting.
We’ll discuss your situation, identify the key issues, answer any questions and agree on the next steps.
A friendly conversation usually held with you and your spouse.
We’ll ask you thoughtful questions to learn about your values, what’s important to you and your family, your big goals and any concerns you have.
We’ll present our outline strategy to help you achieve the important goals you’ve now shared.
You’ll also receive the first draft of your FutureMap, investment and tax plan.
