Bottom line: Puzzle clients are people who have accumulated significant investment assets or who are motivated and on track to do so. These people tend to fit into one or more of the following patterns.
People looking for an ethical, experienced, unconflicted advisor and where the person might not fit the above categories – but where there is a strong trust link – typically via a long-term client in one of the other categories below.
Engineers & investors from similar such disciplines. (Detailed questioners wanting control.)
Business People. (Capable Delegators)
Young intelligent people on high incomes. (Quick learners but learning the investment ropes.)
People who have already demonstrated the discipline to save and accumulate significant assets.
People who recognise we face huge and unusual investment risks. (Savvy well-read.)
Investors who have a lot of investment experience – and have used advisors before – and who know what it is they want and don't want in an advisor. These people know how the advice industry works with all its conflicts of interest. This group of clients appreciate the way we have sought to minimise and eliminate conflicts of interest.
We do not provide Centrelink/social security advice.
"It is better to be approximately right than