Technology is crucial to advancing our mission.
For planning purposes, we use technology to help you better visualise and foresee the impact, or otherwise, of any financial decisions you may wish to make.
of these decisions could be understanding the value you need to extract from
your business in order to remain financially independent, or it could be
understanding how much you can gift to your children without it impacting your
When investing we use technology and study history in the pursuit of building a better understanding of cause and effect relationships in investment markets. We use the data we are accumulating to deepen our understanding of how asset prices have performed under differing economic environments.