Forging a new path
The financial services industry is broken. Lack of transparency and conflicts of interest exist at every turn. That's why we're pioneering a different approach to wealth advisory that builds independence and transparency into our DNA.
We are an advice-only virtual family office. Being "advice-only" means we do not sell any financial products (e.g. mutual funds or insurance).
Our only fees come directly from our clients for the advice we provide, and we say no to the commissions and kickbacks that many advisors receive. This way you can be confident our advice is driven by what's in your best interest, not by what will line our pockets.
Our Values
The ethos of Kind Wealth is to treat you the way we would want to be treated. Our values underpin all of our decisions as an organization.
Simplicity
As Isaac Newton once said, “Truth is ever to be found in the simplicity, and not in the multiplicity and confusion of things.” In an industry rife with complexity, we prefer to simplify wherever possible. As a client, you should understand your financial strategy and how your advisor is compensated.
Personal Growth
We are committed to intellectual, emotional, and spiritual growth. We are life-long students who never stop learning about finance, ourselves, others, and the world around us. We provide opportunities for our clients to do the same. The better our clients understand themselves, the better we can help build a plan that helps them achieve their ideal life.
Clarity
Clarity is the compass that guides our decisions, actions, and behaviours. It helps us understand what we truly want, why we want it, and how we can achieve it. Clarity enables us to cultivate meaningful relationships and lead a life in harmony with our true selves. Ultimately, clarity empowers us to live intentionally, purposefully, and authentically.
Abundance
Many people live with a scarcity mindset, believing there is only so much wealth and opportunity to go around. They believe that if someone else wins or succeeds, they lose. Meanwhile, we maintain and work best with those with an abundance mindset. We believe that sharing generously and collaborating openly expands the pie for everyone.
Community
An old African proverb says, "If you want to go quickly, go alone. If you want to go far, go together." Our belief in the power of community is what guides us to build deep and meaningful relationships with far fewer clients than the typical advisor. We look to create opportunities for our clients to connect and find others who share similar passions.
"Values are like fingerprints. Nobody's are the same, but you leave them all over everything you do."
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