Family Wealth Adviser | Principal | Director
Bret specialises in organising and coordinating the personal financial affairs for a small community of clients, to assist them make smart choices about their money.
Bret’s service is based on three key pillars:
1. Advocacy of what is important to you – your values and goals – with all of your professional advisers.
2. Benchmark your progress toward your goals – and deliver strategy course corrections based on a repeatable service process.
3. Complete transparency of all professional fees – offering a flat service fee renewed annually.
By working together, your financial plan is a collaborative and peer reviewed effort coordinated by my office, giving you confidence to implement a straight forward step by step plan of action.
By holding everyone involved accountable in this way, no matter what happens in markets, the economy or the world, you have the highest probability of achieving your goals.