Capitalise on opportunity, and preserve financial clarity.
At St. Michael’s, we provide sophisticated financial advice tailored to individuals, families, and business owners with multifaceted needs. Our approach is independent, evidence-based, and centred on your values, objectives, and obligations.
What is “strategic” financial advice?
It refers to comprehensive, forward-looking advice that considers your entire financial landscape — not just isolated investment decisions.
Is your advice aligned with our interests?
Yes. We operate on a fiduciary basis, meaning our advice is always in your best interests, with full transparency and objectivity.
Do you advise on just personal wealth?
Yes — especially for principals whose personal finances are closely tied to privately held business assets or corporate structures.
Why Strategic Advice Is the Foundation of Enduring Wealth
Strategic financial advice ensures your decisions are cohesive, considered, and resilient — no matter how complex your affairs. At St. Michael’s, we don’t react to markets; we partner with you to proactively shape your financial trajectory. Our clients value clarity, control, and confidence — knowing that every recommendation is backed by deep expertise, rigorous analysis, and a genuine understanding of what matters most to them.
A Rigorous, Collaborative Advisory Framework
Initial
Discover
We engage deeply with your financial life — assets, liabilities, ownership structures, and goals — to form a comprehensive baseline.
Strategy
Development
We craft a bespoke advisory framework, integrating investment planning, tax strategy, risk modelling, and capital preservation.
Implementation Structures
Working alongside your legal, tax, and business advisers, we execute the agreed strategy — ensuring accuracy, compliance, and efficiency.
Ongoing
Oversight
Regular reviews and recalibrations ensure your strategy adapts to changing market conditions, legislation, and personal circumstances.
Client Stories That Inspire Confidence
We are proud of the positive impact we have on our clients’ financial lives. These experiences showcase our commitment to helping individuals and families achieve their financial goals with confidence and clarity.
“I’ve always been cautious with my investments, but the team at St. Michael’s helped me feel confident in the decisions we made. I’m seeing the results in my portfolio. I couldn’t be happier with the service they provide.”
