While everyone can benefit from the disciplines of financial planning, we find we get the best results when dealing with a certain type of client.

For thinkers about money, we apply evidence-based strategies that inspire the peace of mind that comes from knowing you can retire at a time and lifestyle of your choosing.  Therefore:

“Reed Financial works best with clients who…..”

• Are intelligent professionals who ‘think’ about their money options
   
• Have challenges in managing their money due to time, complexity or prefer to enjoy their life doing other pleasurable activities.
   
• Are respectful of advice, communicates ongoing changes in their life, and seeks input from a trusted person.
   
• Participates in the decision making process, resulting in a clear understanding and responsibility for financial decisions.
   
• Is open to new ideas and strategies as opportunities may arise.
   
• Have investable assets of $250,000+, or a salary greater than $100,000 p.a
   
• Is comfortable to refer friends and family for wealth management advice in the future.

Due to the academic and scientific nature of our strategic advice, we do generally find that clients that have similarly logical thought processes respond exceedingly well to our preferred investment methodology and disciplined processes.   

Common client occupations include Information Technology Professionals, Engineers, Mecical or Legal Professionals, as well as Business Owners.

Of course, this does not preclude others from learning and enjoying a successful investment experience with no surprises!