When it comes to your money, it can be hard to distinguish between green and green washing. I get it; I felt the same way too. That’s why I started working with clients to create Sustainable Wealth.
When we think about Sustainable Wealth, we know it comes from creating Financial Longevity, leading a Richer Lifestyle, and leaving an Enduring Legacy.
Using the Sustainable Wealth Framework™ (SWF 2.0), we’ll work together to generate growth, accumulate wealth, and insulate assets for you, your business, and your family, whilst staying true to your Sustainable Values.
To find out more, get in touch below.
What if you could make investment choices to nourish your wallet as
well as nurture and protect the planet?
You can have your Sustainable Wealth cake and eat it.
Sustainable Wealth is as much about the colour of your financial footprints as it is about having sufficient wealth to sustain you throughout your lifetime.
That’s why I work with committed business owners to achieve and maintain
Sustainable Wealth, whilst staying true to your Sustainable Values.
The question is, “How green are your financial footprints?”
The Master Becomes The Sage.
Using the Sustainable Wealth Framework™, together we’ll generate
growth and accumulate wealth. You’ll make wise financial decisions
with confidence to execute your plan for Sustainable Wealth.
You will become The Financial Sage.
Your Values Define Your Lifestyle.
We’ll design your Sustainable Wealth Blueprint™ aligned to your
values. You’ll enrich the life you deserve by accumulating
wealth and insulating assets, whilst staying true to your
Sustainable Values.
You’ll lead a Life Worth Living.
A World Worth Living In.
It’s not just about money; it’s your family and the environment too.
The Sustainable Wealth Framework™ is designed to put your
Sustainable Values at the beating heart of everything you do
and everything you’ve done.
How green are your financial footprints?
You’ll ease from Success to Significance.
Immediately (and refreshingly) it was apparent that Nick had OUR interests at heart rather than HIS. There was never any sales pitch whatsoever in order to flog us a policy or migrate to his company from our current one/s – he was actually very professional, courteous and respectful of ANY other company that we were involved with.
Nick was the epitome of calm, friendly professionalism… his knowledge and insight were, and continue to be, invaluable to my family.
Well, how refreshing was this – I was actually interested, fascinated and engaged by Nick – his approach, his methodology, his explanations and knowledge coupled with obvious passion and desire to HELP US above all else. With clear, concise, and understandable explanations and suggestions, I found for the first time ever that this whole topic actually interested me and was an area that I wanted to know more about.
Nick is extremely professional, always well prepared, has a wealth of financial knowledge, and is an expert in his field. He has made us feel comfortable in our decisions and always takes the time and effort to explain all decisions clearly.
“The Sustainable piece at the centre is really good. I don’t think there’s enough people like you saying there is a way of managing wealth expectations and creating benefit from your success, and doing it in a sustainable way.”
I believe the key here is Nick’s understanding and knowledge base of pretty much every aspect of wealth management, highlighting beneficial areas tailored to us specifically, which we had previously been totally unaware of, with the emphasis on MANAGEMENT – Anyone can give the cliched ‘financial advice’, but actually managing an extensive and diverse portfolio geared specifically towards us and our future is where Nick excels.
Nick was knowledgeable, honest and clearly working in the best interest of his client. He was organised, professional and he always came back to me when he said he would.
