Philosophy

“A long time ago, a man was watching a butterfly struggling to emerge from it’s cocoon. The man decided the butterfly needed help, so he cut open the cocoon; but the butterfly was not ready to emerge.

What the man failed to understand was that nature prepares the butterfly by providing a tight cocoon, so the butterfly is forced to struggle to emerge, this struggle strengthens the butterfly’s wings for flight.

Through education we prepare our clients, the knowledge we impart empowers the client to ‘spread their own investment wings.’

Our client/adviser journey is a shared responsibility, the adviser’s responsibility being to educate the client, the clients to provide us with informed consent for recommendations made.”