The Future You Wealth Difference
Why our clients trust us with their wealth (click on each box to find out more)
Independent Fee-Only Fiduciary
Aligned with client best interests in every respect.
Highly Qualified & Experienced Team
30+ years in industry at top global brands. All advisors have master’s degrees and professional affiliations.
Evidence-based Investing
Investment process informed by highest industry qualifications (CFA, MCom) and independent research. Tax sensitive, low cost, patient.
Tailored End-to-End Service
Pragmatic planning, understandable investing, supportive coaching. Tech enabled and efficient. Clear communication at every step.
Fair, Transparent Fees
No sales incentives, up-front fees or product cross-selling. Fees are based solely on assets under management, ensuring long-term alignment.
Beyond Wealth
We recognize that wealth isn’t an end in itself. We’re focused on how money can be used as a fundamental resource for a great life.
Your Guide on the Path To Financial Independence
Future You Wealth is for high-earning professionals, through all life stages, who want to make the most of their life and money. We offer comprehensive wealth management services that will help you save for your future and achieve your financial goals. With our help, you can rest easy knowing that you have a guide and a partner on the path to financial independence.
Client engagements are comprised of three core ongoing components: Planning, Investing and Coaching. While the core components of our offering is similar between clients, each client is managed individually in accordance with their unique needs.
Our growing world-class team, currently comprised of three advisors and a compliance officer, combines leading professional certifications (CFA, CFP, CPA) and education (four master's degrees between us) with extensive industry experience at top tier brands around the world. We are not salespeople, but practitioners, working steadfastly on providing a market leading service for a market leading fee.
Importantly, we are humans first, relating to our clients on a personal level as we are so similar to our clients: high-earning professionals in active pursuit of our best lives, crossing the highly relateable bridges of property purchases, family planning, career development and travel, all while balancing our long-term financial independence goals.
Ready to take action toward Financial Independence?
Brilliant! Let's Talk. Book a complimentary 30-minute consultation.
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