At Delaunay we work alongside successful business owners, professionals and wealthy individuals to help them achieve their financial goals.
Alongside expertise in wealth and investment planning, our clients are looking for advisers who listen and have a thorough understanding of their financial affairs and what matters to them. In our experience, building long-term relationships based on mutual trust, is crucial to this and forms a key part of our client engagements.
The vast majority of our clients contact us through personal recommendation. Most often they require specific advice on a current wealth or investment planning issue, or they may simply want us to review their existing arrangements.
Whatever our clients’ requirements, we ensure that we explore all the available options to present a complete range of wealth planning strategies and investments that best suit their needs.