- To maximise the value
of your assets and income
- To act supportively
and sensitively
- To be balanced and
objective
- To represent you
- To solve problems
with foresight
- To minimise costs
- To provide a wide
range of services
- To identify options
- To counsel, mentor
and report
Mapping Your
Wealth
Our
approach is to identify
ourselves with client
requirements and work
with our clients to
help
them
achieve their goals.
Management
components do not
operate in
isolation from
one another.
Management
is finding the
best solutions
from each area
and integrating
them to achieve
the best possible
outcome.
|
In addition, client needs
are continuously evolving
and they must be
regularly reviewed and
enhanced.
We
are Consultants. This means
that we have access to
the entire market place
and a wealth of
investment products and
services. |
(L-R);
Francis Fitzpatrick, Dr
Brian Hamilton, Dr Ian
Gargan
Dr Brian
Hamilton MA MBA
QFA FPC PhD
QFA: Qualified
Financial
Advisor
MBA: Master of
Business
Administration
PhD: Communications
IMCA: Institute of
Management
Consultants and
Advisors
FPC: Financial Planning Certificate
Francis
Fitzpatrick
BCL
Solicitor (Attorney/ Lawyer)
Dr Ian
Gargan MSc BA MB
BCh
BAO
Psychologist
|
|
