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What does a typical client look like?


What does a typical client look like?


Our clients fall into 4 distinct groups:

  • Individuals interested in attaining or maintaining their financial independence

  • Families interested in ensuring that family wealth is preserved, managed and enhanced for the current and future generations

  • Trusts interested in meeting their objectives and educating their eventual beneficiaries

  • Employers interested in providing appropriate benefits and/or financial education for their staff


Where do our clients come from?


We do not advertise, most of our clients come from recommendations and word-of-mouth.

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Syndaxi - Chartered Financial Planners

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