Who are VIP Members?

Members receive maximum benefits when they posses the following qualities:

1. They are financial delegators.
   Our members are comprised entirely of financial delegators. They appreciate and are willing to follow the advice of an expert.
   
   
2. They are passionate about their goals.
   All of our members are passionate in their desire to achieve their goals and they realise that achieving their goals requires both money and planning.
   
   
3. They enjoy simplicity.
   Our members enjoy the simplicity, freedom and peace of mind that comes from having all their financial assets under the watchful eye of a single trusted Adviser.
   
   
4. They are realistic.
   Our members are prepared to provide the information we require on a timely basis to enable us to look after them and understand that financial markets fluctuate over time.
   
   
5. They value our work together.
   Our members are comfortable with our fee structure. We charge a percentage of assets under our care according to our fee structure with a minimum fee of $7,800 per year.
   
   
6. They focus on what’s important.
   Our members value our relationship and by delegating can focus their valuable time and energy on those things in life that are most important to them.
   
   
7. They handle the truth.
   Our members want to hear the truth from us regarding their financial situation no matter what.

Our Members Community is “Living Life on Purpose” ...Are you ??

Make a simple decision – Contact us today. We look forward to meeting with you soon.