Too often, I find that the more wealth one has, the less time they find to enjoy it. Crazy, isn’t it? That’s why I’m here: to manage your financial success so that you and your family can use it. With intention.
How do I do it? By taking your wealth administration, reporting and transaction management off your hands. I also liaise with your accountants, bankers, brokers, property agents and others – so you don’t have to.
So yes, your finances are my focus. But the true benefit? Your lifestyle.
How often do you utter the words ‘I don’t have time…’? But as you know, we all have the same 24 hours in our days and 7 days in our weeks. It’s how we choose to use that time that determines what we accomplish.
So, what do you really mean when you declare not to have the time? Try: ‘It’s not my priority’?
By reprioritising your time and freeing yourself from the ‘mental load’ of wealth administration, you can truly enjoy the fruits of your labour – and experience all that life has to offer.
When I founded my business, I had many different ‘codes’ in mind.
I loved the sentimental throwback to the days of literally ‘coding’ bank statements. A testament to the depth of my experience. But I also love the reference to a set of conventions governing behaviour.
A code of conduct. A code of ethics. A moral code. Because for me, it’s always about ‘doing the right thing’.
Life is all about the things that can’t be quantified on a balance sheet. And I truly believe that my services can help free up your time – to create the legacy you want to create.
For me, life is about meaningful relationships, living with purpose and connecting with nature.
So, how do you see your personal legacy? Let me help you make it happen.