- Sometimes doing nothing is more important than doing something.
- We believe that return profiling is more important than risk profiling.
- The herd matters but what matters more is your position within.
- We are insurance nerds and are totally okay with not always recommending the cool product.
- We plan around probabilities and don’t play on your irrational fears.
- A financial needs analysis is fine, box ticked, but we actually want to see you reach your goals.
