Transparency above all else.
As a fiduciary, we not only personally pledge to put your needs first at all times, but also embrace our legal obligation to do so. We’re fee-only financial planners who are dedicated and even obsessed, with helping our clients realise their life and wealth goals. No brokers. No commissions. Just sound advice with your best interest at heart.
Evidence-based and data-devout.
When it comes to growing and protecting your wealth, we prefer decades of peer-reviewed research over simple intuition or gut. We trust you’d agree. With our strategic and scientific approach to investing and financial planning — there’s little room for guesswork as we design, build and protect your financial strategy.
Your success is a team effort.
Finding the right financial planner is important. But we want to be perfectly clear — when you partner with AES, you gain the strength of our entire organisation.
We’re radically rational.
As early innovators and practitioners of a fiduciary, evidence-based approach, we were founded on the belief that there’s a better way. Today, that same ideology applies — “doing well by doing right” as we say. Motivated not by how many assets we manage, but how many lives we improve.
