About the Club

Our club is not just about helping you on a one-to-one basis get your investments to peak fitness.

It’s also a true club because our club members will have regular opportunities to meet with each other and exchange ideas and information. The club will also be putting on regular educational events whose focus will be on helping you achieve peak fitness in all areas of your financial life such as tax and estate planning.


Our approach is different to many others in that we believe that the most powerful way to help people with their investments is to simply tell them the truth in a way that puts them and their interests first above all others.  So if we don’t think you would benefit from joining our Investment Fitness Club and that you’re joining fee represents poor value we will tell you so…

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Our services are designed to empower you to get the most from your investments by getting them to peak fitness by creating together with you your very own personalised investment fitness programme.

On joining the club, we will create for you your own Personalised Investment Fitness Program which is designed to do the following…

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