Our Services
Wellbeing & Other Connections
Because life is more than finance, we connect you with trusted professionals across a range of industries that support your health, wealth and wellbeing.
Wellbeing Partners
Supporting your whole life, not just your finances
Your life isn’t neatly divided into compartments, so neither is our support. From yoga to legal help, personal training to philanthropy, we connect you with a trusted network of professionals and services that complement your financial goals and enhance your wellbeing.
Trusted referrals: Carefully selected partners who share our values and approach.
Holistic insight: Support that reflects your whole life, including health, relationships, business, and purpose.
Beyond finance: We don’t stop at strategy. We help you thrive, in every sense of the word.
Your Journey
We do better when we’re connected
Life is full of complexity, movement and possibilities. We understand that financial advice doesn’t exist in isolation, and the choices you make about money are often linked to your health, your relationships, your ambitions and your values.
That’s why we don’t just help you plan, we help you connect. Whether you’re launching a business, prioritising your mental health, making space for wellbeing, or giving back through philanthropy, we can introduce you to people we trust. People who’ll treat you with the same care, respect and professionalism that we do.
This is about more than referrals. It’s about giving you the support you need to live the life you choose and to make the difference in the world you’d like to see.
Who We Work With
Our wellbeing and lifestyle partners
Health and wellbeing
Yoga instructors, personal trainers, nutritionists, counselors, life coaches.
Business and professional support
Marketing consultants, business advisors, legal and accounting professionals.
Purpose-driven connections
Philanthropic organisations and community-minded services.
Financial & mindset coaching
Building healthy financial habits through personalised insights and support.
Our Difference
We take a whole-life approach
Our difference is in how we see you - not just as a client, but as a person with passions, relationships, and purpose beyond your financial portfolio.
Human-first support: We care about what matters to you, not just what’s on paper.
Meaningful connections: Every referral is thoughtful, values-aligned and personalised.
Expanded thinking: We stay open to what life may bring, and help you do the same.
How We Can Help
We help live well in every sense of the word
We’re here for more than your financial wellbeing. We’re here to walk beside you through life - connecting you with the right support at the right time, and helping you thrive in every way that matters to you.
