Our Purpose

“To help retirees and successful business people manage their risk, preserve their wealth, and create sustainable income.”

Our purpose is to find out what makes you tick so your money can reflect what you want and who you are. We offer more than just growing money and managing risk. We make sure you know we have your back, and protect the downside, so you can enjoy life, and worry less.

Risk to Safety®

Our process involves an assessment of risk, because ‘Investing is a bit like a game of Golf!’

On the ‘fairways’, there is margin for error and recovery, but on the ‘greens’ your shots need to be steady and safe.

Whilst driving your investments forward in the early years is important, as you approach your retirement years, the strategies and methods for wealth preservation and sustainable income need reassessing.

On the ‘greens of retirement’ there is little room for error, and even less time to recover, and therefore the investment strategies used in the earlier years need to be realigned, to provide you with increased security, stability and peace of mind.

This then leads many approaching retirement, to consider why they should continue with a higher risk investment strategy, when their objectives would be better achieved using safer and lower risk strategies.

Not everyone will consider themselves as cautious, but everyone should consider part of their portfolio as being managed more safely.

The value of your investment can fall as well as rise and you may get back less than your original investment. Past performance is not a guide to future performance.