Who We Help (And Who We Don't)

If you would like to know if you are saving "enough" - or whether you have already saved "enough" - then our service will help you.


But our service is not for everyone!


 Here are five areas where we promise not to help you. If these things are important to you, please look elsewhere.

We do not:
  1. Particularly enjoy talking about financial products any more than we have to to help you. Like
    brake pads, financial products are often essential - but essentially boring.
  2. Claim to know when "the market" will peak; or recover; or if it will just bob along for months on end.
  3. Have any idea where the next "hotspot" investment idea is. Or what this year's best selling fund will be.
  4. Know when is a good time to enter the stock market. Or leave it. We believe the only thing that matters is time in the market.
  5. Read or care about what is in the weekend money supplements.

Other than that we are open minded and willing to work with almost anyone! Click on the case studies below to find out more.



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