Catalyst’s highly qualified advisers are able to help you and your clients make the most of their financial resources. From strategy identification, development and implementation our team are able to help your clients simplify their finances, set and achieve their goals and better plan for the future. We undertake a thorough analysis of a clients position, including short, medium and long term personal and financial objectives in order to provide tailored advice specific to your client’s needs.
Our clients range from HNW individuals, time-poor professionals, pre-retirees, SME businesses, c-level management and family offices.
Our collaborative approach with our clients and their other trusted advisers allows us to effectively communicate and implement strategy seamlessly and with ease. We have found this leads to better conversations between clients and their trusted advisers as the clients understand all parties have their best interest at heart.