About Our Clients
After 20 years of financial planning, Bret has realised clients whose values align with those of his family benefit the most from the Ambrose Advisory values-based approach.
These are genuine people – individuals, couples or families – who are seeking or pursuing some meaning or purpose from their lives beyond their money. This may be caring for family and friends, a dedication to their work or philanthropy, a love of travel or involvement in the community. They recognise that investments and financial security are a necessary means to a higher end and are not interested in accumulating wealth for its own sake.
They are generally busy people, willing to delegate to those they trust. It can take time to earn their trust, and Bret has built that relationship-investment into his values-based approach.
Most important is the sense of mutual respect between Bret and his clients. Every person’s dreams are different, and the journey Ambrose guides them on builds on best practice while being wholly personalised and unique.
The thought that ‘we all run our own race’ is something that is an ongoing lesson that Bret acknowledges from his clients and family. The truth is life is not really a race. Life is not about how wealthy you are, the car you drive, or where you live. Consider money like oxygen, we all need it but we only need so much ….the big question is how much do you need?
Proper planning is about what’s important to you beyond wealth; the personal freedom money makes possible.
Contact us to book your obligation free discovery meeting.