Why We Are Different
As a new firm, viewing the typical services available even to very wealthy people as deeply conflicted, underskilled and overpriced, we were able to design a radically-different business format supporting a lower-cost but much more valuable offering.
We knew our offering needed to combine the best in goal-based planning, implemented through genuinely customised efficient portfolios, with tight risk management. We knew we needed to charge for the service in a way that removed any agenda conflicts between our clients and us as their agent. We knew they would expect of us the same professionalism and evidenced depth of skills and techniques they were used to in their own walks of life.
How our clients experience and value the No Monkey Business differences is evident from what they say about us.
