We were four individual companies that have decided to group together.
We are looking to reinvent ourselves with our client database and attract new clients by standing out and cross promoting between the four areas.
We have a solid base which to work from but there is currently nothing in the four companies that makes us stand out. It is our aim to change that. This will be reflected in not only in the way we deal with our clients but also our organisation culture as well.
Primary business is to provide services which have a direct & positive financial impact on our individual & business clients. At present we offer Accounting, Planning, Business Coaching and Lending services but are always looking for new products that fit into this category (such as insurance). We are also interested in providing services to our clients which will free them up so they can better focus on directly improving their finances (eg Book-keeping)
Our brand (which our logo should reflect) can be characterised by the following attributes (in no particular order):