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Developed with one client in mind, our co-founder, Katherine Traynor a practising barrister. Throughout pupillage and the early years of her practice, Katherine engaged with several financial planners and accountants who, while competent, didn’t fully appreciate the unique challenges of being a barrister. From the unpredictable nature of your workload, income, and working hours to the lack of tailored financial guidance that truly understands what it means to be a barrister, especially in the early years.
We discovered that people did not have the time to truly understanding their financial lives, what their money was doing for them and why.
Our goal is to help you truly understand what is important and valuable to you and to help you live your life in accordance with your values.
So, we created a service that gives you the insight to truly understand your whole financial picture, as it is, and as it could be.
Impartiality is about being open to the most effective solution.
In order to provide the most value one must be open to all solutions and evaluate each on their ability to help you achieve your future.
We focus on helping you achieve the life you want.
Empowering is about making each interaction worth your while and to help move towards financial resilience.
Empowering is about being part of a community.
We are more effective when we consider the diverse experiences and views of our clients, shareholders and colleagues.
We learn from each other every day by being candid, fair and respectful.
We understand how precious time is and we focus on ensuring you spend your time on what matters most to you.
We provide clear and succinct communications to you in a timely manner.