Callisto Wealth Management exists to help each client achieve financial freedom, so when you come to us, you can be sure we’ll always put you first. At the heart of this mission is our commitment to listening, understanding and explaining – and always taking things at your pace, not ours.
Understanding each other
Everyone’s definition of financial freedom is different, so it’s important that before we do anything, we meet with you and listen to what you want from life. We don’t come to the meeting with any assumptions; everything flows from this first conversation. Then it’s just as important that we make ourselves understood in return. We keep things clear, and certainly don’t baffle you with jargon.
We are on your side
Every financial adviser should be open about who pays their way. We don’t take commission from those who sell financial products or have any concealed sources of income that might compromise our integrity. You pay a fee that’s fair for the service we offer, and in return we work for you and you alone.
We take time to explain
If you don’t understand the advice we give about what you should do with your money, then we’re not doing our job. That’s why we take a great deal of care to explain your financial plan in plain language, outlining our six-step process and then leading you through it at your own pace.
We think long-term
Investment isn’t about making snap judgements. Our investment philosophy only works when we think long-term. It’s about planning for the years to come, carefully and systematically. It’s therefore vital that our relationship with you is built to last too, and that your family is also involved in planning ahead.