Our Case Studies
Real examples of people we have helped.
Every client is different. Their financial and family situation, their goals and life aspirations, as well as what they value is important to them. We are extremely privileged in our adviser role to be able to have these deep, diverse and highly individual connections with our clients and to be the ones to help plan for their journey ahead and guide them along the way. Here are some wonderful clients that have allowed us to share their individual story and explain how we made the difference they needed.
As Trustees of a family trust, Adrian and Lisa, along with their professional trustee, were looking to review the structure, strategy and ethical approach to their trust's investment portfolio.
Often, an apparently simple request grows into a much more detailed set of needs. That was the case for Karen and Richard.
Rob and Mary came to see Peter Lee not long after Mary had received an inheritance. They were in their late forties, married with two teenage sons.