Our clients

Although our clients come from a variety of backgrounds, they have one important thing in common: the need for independent and objective advice. They all have a critical attitude towards providers of financial products and financial services, and are always looking for the best possible solutions at a reasonable price. Based on this attitude, they require an adviser who can help them to identify their options and assist them in finding the appropriate solution. We divide our clients into four different categories:

Entrepreneurs and former entrepreneurs

Our client base includes a number of entrepreneurs and business owners who have entrusted their finances to us. We review the entire financial situation on a periodic basis, and then suggest to the client that we discuss the modifications. We liaise with their advisers regarding issues related to personal finance, and monitor the progress of any work they perform, so as to prevent any unnecessary delays. Our role is best described as ‘personal financial director’.

High-net-worth individuals

Managing substantial assets requires a great deal of time and personal attention. While many individuals who have held such assets for an extended period of time are no strangers to the world of finance and tax, we have found that many of these individuals feel the need for a second opinion. At the request of our clients, we review the offers and advice they have received, after which we analyse the investment returns achieved and various contracts. So far in our advisory practice, we have not encountered a client who has had an effective estate plan in place at the time of seeking our advice.

High earners

People with high incomes are often extremely busy. More often than not they lack the time to review and consider their personal financial situation, despite it being worth their while to do so. Many of our clients are high-income earners – some of them are corporate executives, while others are self-employed. A fair number of them work in the financial industry, which means they understand the added value of our advice better than anyone – not only in terms of the present, but also with respect to the future.