In our view, the best financial planners are a rare breed of people who combine the sharpest minds in finance – often found in financial institutions – with the heart of a shepherd – often found in a non-profit or church. It’s a contrasting and, oft thought, contradicting combination. But it is what’s desperately needed today.
We are prepared to take on suitably mature and qualified individuals who have embraced the challenge of transitioning into a fee-based financial planning career. We will work with you as you transition from a personal focus on success to significance.