Sarah Roelofs

Our approach is different because we are not only a fee for advice firm, we also do not accept or pay any 3rd parties for referrals and we are not incentivised or remunerated in any other way apart from the fees we charge our clients. This provides us the freedom, that many other advisers who rely on selling financial products to get paid, to deliver meaningful advice that will bring you closer to the things you care about most – we call them your aspirations.

More than offering a transparent fee arrangement, our work is then focused on uncovering meaningful aspirations that are currently unmet in your life and are likely to take some time, money and advice to achieve. It may be that you, like our clients, often don’t know what they don’t know. We make it our mission to help you navigate the future complexities that, left to go it alone, could cause significant problems on a financial and personal basis.