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Frequently Asked Questions
What exactly do we do?
We are Chartered Accountants and Business Advisors. We work with Family Offices and Seven Figure Business Owners to take the hard work out of managing luxury assets and to create businesses that thrive without you.
How do we Break the Mould?
Our difference comes from our experience. With a finance and private client services background, we recognise the importance of understanding your story. We work to build long-term trusting relationships and dare to have difficult conversations to ensure you achieve you endgame
What should you expect when working with us?
We will be sure to give you Honesty in our advice.
Integrity - We keep our word
Customer-focused: We take the time to understand your endgame and identify any blind spots that might prevent you from achieving your goal.
We want to build a long-term relationship, work with you through life changes, and ensure you are prepared to meet them.
Our onboarding is designed to help you understand your operation and identify any blind spots. We will set a roadmap for the first 90 days, and we'd like to meet with you monthly for a review throughout our engagement.
