Mike Allanson

THE PERFECT TRIFECTA With four decades as an advisory specialist, what I've found over and again is that prudent planning always comes back to these three truths: i - Two heads are always better than one (planning for your future need not be a lonely experience) ii - Don't be ashamed of wanting to be the best you can be (you only have one life, so why not reach out and make sure you achieve your fullest potential) iii - Go get experience working for you (sure qualifications are necessary, but remember to ask to see the proof of the pudding) WHAT MAKES YOU DIFFERENT? Less than 5% of advisers are self licensed, and having the same credential as issued to Banks and Public institutions is not something easy to achieve, otherwise more advisers would do the same. Being able to 'fly' at an altitude where few go is what gives us a really unique view on the world and to see where good planning can take you. WHY SHOULD WE WORK WITH YOU? When prospective clients ask whether they should work with us or another firm, we recommend they ask the other firm this simple question: "If I came to you as a client 15 - 20 years ago, show me what you would have done for me over that time". Because we can provide a really meaningful response, our clients tell us they can feel a genuine sense of confidence.