Jake Boulter

Our reputation rests on the relationship and trust we build with our clients. It’s why our commitment to being clear and upfront commences from our very first contact with you and throughout our journey together, from the fees and risks you may encounter to the value we forecast you’ll receive in return.

Our financial advice looks at your life through a holistic lens that goes far beyond financial statements and returns. It goes to what is most important to you in order to live your Good Life. It’s about creating value that enhances your finances as well as your sense of security and freedom to make choices.

So how do we prove our value? Firstly, we look at what the independent industry research tells us, which shows financial advisors consistently add 5.9% p.a to a client’s circumstances. This considers both quantitative (asset allocation, behavioural and tax) and qualitative benefits (choices and expertise). You can read more about that here. Using this as the benchmark, we then overlay the unique value and support we can bring in helping you achieve your Good Life goals and aspirations. It’s how we arrive at the Value Factor; our goal of delivering 4-6 times our fees in value to you.