Nine Advice Principals

Our nine advice principles are the foundation of our business and a summary of who we are. They’re the values we live by and use to build our strategies. When in doubt, we return to them again and again.

They haven’t let us down yet.


Quality costs, but it’s worth the price – especially in the long run. Be smart, do your homework and invest wisely.


By keeping things simple, or distilling complex issues down to the core, you can achieve a solid result.

Long Term

We’re not in the business of quick wins. Never make big life or financial decisions with a short-term mindset.


Results are driven by the people you listen to. Focus on what you do best and call in the experts for everything else.


Patience always yields a better result. It’s simple, but it’s not easy. Trust the process and play the long game.


An informed process and a numerical approach reduces assumptions and increases the probability of success.


Knowledge is power. Better decisions come from having all the information (and trusting the right people).


Managing your business and personal finances well is one of the greatest assets you can have.


You can’t predict the future. What you can do is plan. Be strategic, be ambitious, be flexible and realistic.

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Think we’ll make a good team? We'd love to hear from you.