The vast majority of our clients come to us by recommendation from other clients. As people tend to know other people like them, almost all our clients are therefore at a certain stage of life and facing similar anxieties. As such, our investment proposition is driven by the needs and circumstances of each particular type of client.

When racing professionals first come to us, they’re often at a pivotal point in their careers. They’ve spent years dedicating themselves to their craft, where the pursuit of victory is all-consuming, and the thrill of the sport fuels their drive. But with the relentless demands of racing, they often find themselves wondering how much longer they can continue and what the future might look like when they eventually hang up their boots.

Many come to us following a life change—whether it’s the transition from racing to anew career, an injury, or the emotional toll of having to retire sooner than expected.

The racing community, where bonds are tight, and time together is precious, brings its own set of unique challenges, such as balancing the emotional connections with the practical realities of managing wealth.

Racing professionals are often at a stage where their career earnings have peaked, and while they’ve amassed valuable assets, they’re now considering how to preserve and grow that wealth while ensuring it supports their next chapter. They’re mindful that, just like the thrill of winning on the track, life can be unpredictable and fleeting. With their career demands, navigating tax planning, long-term savings, and wealth protection becomes a crucial part of securing their financial future.

We’re here to help them define what “enough” looks like, to take away the uncertainty around the future, and to provide clarity on how to make the most of their wealth while they still have the health and energy to enjoy it. Our clients value professional advice because it allows them to focus on what matters most—their passion for the sport, their families, and the experiences they’ve yet to create—without the worry that their assets won’t last. Whether they’re in the midst of a career shift or planning for their retirement, the reassurance of knowing their financial well-being is secure, with their best interests at heart, is something every racing professional deserves.