Helping you to get to the heart of what is truly important to you and your family is Conlie’s primary goal. He does this by encouraging you to step back and align your financial choices with your most important goals and deeply held values. He then drills down to help you uncover the opportunities that best support your vision.

Conlie’s fresh approach helps you to:

• Achieve clarity on what is truly important to you and your family.
• Make more informed decisions based on this additional insight.
• Consolidate, protect and grow your wealth in a way that makes sense for you.

By outsourcing the time-consuming task of managing your financial affairs to a caring and competent team, you will have a high degree of confidence that the important parts of your plan are implemented. Ultimately, this allows you to spend time on what’s most important to you. Your family, your business and living your life.

Family values are very important to Conlie – and in his eyes, his clients become part of his family. With many of his clients, he helps establish a Family Constitution that leaves a legacy for future generations.

Conlie doesn’t shy away from having difficult conversations. He helps people consider issues from the perspective of others and by doing so, it provides an opportunity to create stronger family bonds. Conlie believes that these bonds can help protect your family now and for succeeding generations.

No one can predict the future, and nothing stays the same. It is reassuring to know that whatever happens in the outside world or in your personal life, you have someone that intimately knows and cares about your unique situation.

So, what’s most important to Conlie? Facilitating stronger family connections, helping you feel empowered, making progress, guiding you through change and ultimately seeing how this makes a real difference in your life.