Our Philosophy
“I’ve been more relaxed with Schaefer taking responsibility for some of the decisions. They’ve kept us on a safe footing through difficult times.
We have open, honest conversations. As a result, I trust the advice I’m given.”
We help our clients to achieve their goals and aspirations. As no two clients are the same, we spend time talking to clients to find what motivates them. We are then better able to design their unique financial plan.
Integrity - When clients trust us with their current and future lives we have a responsibility to protect that trust and to make a positive difference. Our clients need to have total confidence in what we advise them.
Caring - We are concerned with the whole person and not just the financial needs. Caring for our clients motivates us to work hard, and is something we know our clients value about us.
Collaboration - Financial planning is an ongoing process that requires us build a strong working relationship with clients that is founded on trust. We work closely with other professionals to produce holistic planning covering all aspects of a client’s financial circumstances.
Transparency - Regardless of a client’s level of knowledge when seeking advice, we want to ensure they understand, and are comfortable with, the advice we provide. Our advice and charges are clearly explained and documented, and we are happy to explain everything until clients are confident to proceed.
Progress - We take a proactive approach to financial planning aiming to deliver real, measurable change for our clients.
Innovation - Our clients’ needs and priorities change and so does the world of finance. We are constantly learning and adapting to our changing environment and believe that knowledge and experience, combined with innovative thinking, is required to develop effective financial plans.