"A wise man should have money in his head, but not in his heart"
We do not aspire towards winning industry awards or being patted on the back by product providers. This type of recognition simply does not motivate us. We measure our success by the extent of value we can add to individuals’, families’ and organisations’ financial well-being through a practical planning process. We understand very well that trust and respect are two things you have to earn and we are committed to consistently acting and transacting in ways that would earn us this respect and trust.
"A wise man should have money in his head, but not in his heart" - Jonathan Swift