SIMPLE PROCESS.
NO BUZZWORDS. NO BIG FEES.

We have a simple 5 stage process that we’ll work through with you. When you’re happy, we’ll invest your money accordingly and be on hand to support you throughout. What we do:

  1. AUDIT
  2. SET YOUR GOALS
  3. TAILOR A PROPOSAL
  4. INVEST
  5. MONITOR

AN EVIDENCE BASED APPROACH

Supported by over 40 years of facts our approach doesn’t rely on a ‘lucky punt’. Advised by Investment Guru, leading author and Chairman of our Millen Capital’s Investment Committee Tim Hale, we’ve put science into our investment process to reduce complexity and risk to maximize your returns.

COMPLICATED ISN’T CLEVER

We’re here to you get you what you want for your financial future. We help you plan your future wealth clearly and simply and leave the complications to others. We focus on you, and that’s it.