Your journey to financial confidence starts here.

Prioritize what matters most to you, while your wealth and investments are managed optimally.


Holistic wealth management


Generational wealth solutions


Legacy planning
and management

Is your financial planner focused on trends rather than a holistic solution?

Are you being offered individual solutions when you have a family to plan for?

Does your advisor understand your family dynamic, or are you simply a number?

True financial freedom is a generational matter.

Successfully planning your financial future doesn’t just stop at the individual. Too often that is the attitude of the financial services industry. I’m here to change that.

– Janet Hugo

I believe you deserve...

  • The confidence to fulfil your life’s ambitions and aspirations.
  • To safeguard your future for planned and unplanned events.
  • To accomplish your bucket list dreams with ease and grace.
  • An abundant retirement to be enjoyed with your loved ones.
  • Estate planning as a last act of love for the ones you leave behind.
  • A trusted partner who will keep your family matters at heart.

A failure to plan for your financial future can leave you in the lurch.

I have had this experience and learnt from it, and want you to be able to benefit.

About 15 years ago, I was a stay at home mom.  Although I was active in my husband’s investment management business, I had no source of my own income and it started to worry me. I have learned that planning for a dreaded disease event and experiencing it as a family are very different things. I really believe that having your affairs in order is one of the last acts of love you can do for the people you leave behind.

janet hugo portrait picture on

Janet Hugo


Your trusted partner in finance & planning.

3 Steps to Confident Wealth Management​


Meet & Analyse

Let’s meet, envision grand possibilities, and gather information.


Report & Agree

I’ll analyse and assess your aspirations and data to find holistic solutions.


Implement & Regular Meetings

I’ll present bespoke recommendations and finally, implement your solution.

Free Download

What happens in the event of death?

Download our free checklist to help plan your legacy.

Let me manage your wealth while you enjoy the benefits.

Get in touch