Protect And Grow
A native of the Mediterranean, the parasol pine is most iconic for lining the streets of Rome, Italy.
In ancient Roman times, cultivated for its pine nuts, the tree was a revered symbol of spring and immortality while its umbrella-like canopy provided a shady reprieve for the locals during the stifling summer months.
It is the perfect name for our firm given our ongoing pursuit: to construct investment portfolios designed to protect and grow our clients' wealth through various financial conditions and economic cycles.
“Our purpose is to enable our clients to feel secure and empowered by their wealth and we take great pride in helping them achieve their financial goals. ”
Our client base consists of successful professionals, business owners, retirees, families with intergenerational wealth plans and not-for-profit organisations.
Importantly, as a fiduciary, our interests are aligned with those of our clients as we are an independently owned and operated firm providing conflict-free advice.
Inspired by our own travels, Parasol was established to afford our clients the time, focus and comfort to pursue the things in life that matter most to them, knowing they have a professional, dedicated team managing their wealth on a day-to-day basis.