- Wish to prudently safeguard and accumulate wealth in order to enhance their quality of life.
- Wish to work with a firm that takes time to get to know them and what they really want out of life.
- Seek personalised advice and not just an off-the-shelf solution.
- Feel eager to eliminate the stress and worry that comes with managing one’s personal finances.
- Look for a partner that will help and guide them along the path to reaching their financial goals.