To create Holistic Wealth through assessing all areas of a person’s life and providing practical, personal and viable advice.
To be a thought leader in the holistic wealth creation space and to create a community of experts who learn, grow and prosper with our clients so that we may expand our ability to impact live
We aim to be ethical in our dealings both internally and externally. We do not give advice that is not practical for a client to action, for the sake of our own financial interest. We have no affiliations with third party providers and will remain so to keep our advice completely unbiased.
We take time to understand the important aspects of our clients’ lives so that we can make practical recommendations.
Our business model is about empowering all members of 3P -internal and external, to create wealth and prosperity in their lives. This means utilising our members’ strengths and creating relationships that are mutually beneficial.
We understand the difference between what is the most effective solution based on the circumstances and what can actually be done, based on situational constraints. These are taken into account so that our services and recommendations are the best fit for the client.
Change is a catalyst for growth. When creating holistic wealth, necessary changes are expected and growth is therefore inevitable. However, growth is more than simply a by-product of what we do. We focus on building strong foundations for all our members so that they may grow and prosper in the best way for them.
** Liability limited by a scheme approved under Professional Standards Legislation.