Once we have an intimate understanding of what is important to you beyond money, we need to help maximise the probability of you enjoying the life and lifestyle you aspire to.
We value intellectual honesty and innovation to find the best solution, and believe that what we did today may not be good enough for tomorrow. For this reason, we take a global perspective in building close relationships with financial experts to deliver Strategic Planning solutions to our clients. This ensures we continue to deliver proactive advice that thinks outside the box.
Our Global Advice Network includes:
- Global Study Group, professional network of privately owned financial advisory firms serving affluent families with a common adherence to the principles of fiduciary excellence. Member firms share best practices and learn from each other so that we can better serve our clients in a fiduciary capacity.
- Academic finance community, in particular the University Of Chicago Booth School Of Business, which counts six Nobel Prizes laureates amongst its faculty members. These relationships help ensure our evidence based Investment Philosophy remains at the forefront of global thinking.
- Asset Class Investing Group, which comprises eight leading non-aligned advisory firms across Australasia.
Our network allows us to find the right expert to solve any financial issue a client may encounter.