Tell a friend about our Women & Wealth ® service.
We are often asked if we accept referrals. Yes we do!
In fact, most of our new clients have come to us through word of mouth and this is our preferred way of growing our business.
We are always grateful for the implied trust. In recognition for introducing us to a friend or family member, we will gladly support a charity of your choice, in your honour.
This is our way of giving back to the community and “paying it forward”.
Your trusted advisors.
Our Core Values
These 5 core values are incorporated into our daily lives and into our business:
- The art of hospitality and high-end service
- Making a difference and giving back
- Education and sharing of knowledge
- Creating personal, long-lasting relationships
- Living and working with passion