Client stories

Winning at life after sport

“From the day I signed my first professional contract, I knew…I really needed to make the most of the money I earned.”

We understand, from first-hand experience, the unique financial opportunities and challenges faced by professional athletes.

Retirement on our own terms

“It’s liberating to be free from both work related and financial pressures to really enjoy our lives.”

Retirement is a significant milestone in anyone’s life, it’s a time to reap the rewards of years of hard work and financial planning.

Managing complex financial and emotional decisions

“Receiving advice and guidance at a very difficult time gave me a sense of control.”

Losing a spouse is an emotionally devastating experience, and the thought of having to manage the family’s finances, especially without a great deal of experience in this area, can feel like an overwhelming and complex task.

Preserving and managing family assets

“We feel a genuine sense of relief having been supported through this transition and knowing we have preserved and managed the family’s assets.”

Executors bear significant responsibility in managing and distributing a deceased individual’s assets especially when some of those assets have been in the family for generations.

Successful transition of a family business

“The business was the thing that bound our family together, so the responsibility of selling and making the most of the windfall from the sale, was something we didn’t take lightly”.

Selling a family business is an exhilarating and emotionally charged process. Amidst the euphoria, it is crucial to make well informed financial decisions for long-term security and growth.