We're increasingly working with clients who want help building and managing their FIRE strategy.
The target might be the financial freedom to stop work completely, but it’s not just about retirement. We also help people who want to work towards changing the balance between work and leisure, taking time out to travel or pursue other interests. Or it might be about creating the opportunity to do something completely different - a startup, monetising a hobby, education, a career change.
'I have worked with Greg and his team for five years and I can honestly say he is the nicest man I've ever met who understands the financial system. He's been generous with his time and energy, and it is good to know that the person looking after your finances is not only competent, but moral and emotionally engaged as well.' Alex Miller, Chief Creative Officer, VICE
We use market leading cashflow planning technology, coaching and education to help you build and execute your plans. You’ll find our methods reassuringly boring. Most people can meet their plans without chasing mega returns in crypto and cult stocks. Proper budgeting, a balanced and disciplined investment strategy, and incremental gains from good tax planning year in year out are your friends.
