My Story

GET TO KNOW TONI

As a father of two children and a self-made entrepreneur, I can personally relate to the trials and tribulations of the financial planning process. Be that, from simply opening your first overseas bank account, right the way through to the complexities of constricting a well-diversified and robust investment portfolio; one that possesses holistic and generation planning processes. Crucially, I have personally been though each step of that process so you can benefit from my experience.

Therefore, I understand that managing your finances is not just about numbers and investments. It is about building a strong foundation for you and your family’s future. Collectively, my team have over 35 years of experience in the financial industry, that experience will be dedicated to providing you with personalised financial and investment advice that is tailored to your unique needs and goals.

As a professional investment director, I am committed to delivering the highest level of expertise and professionalism to my clients. I have a deep understanding of the financial landscape and stay up to date with the latest trends and strategies to help you make informed decisions. My extensive knowledge and experience allow me to assess your financial situation accurately and provide you with the best possible solutions.

But what sets me apart is my personal touch. As a family man, I understand the importance of financial security for your loved ones. I truly believe in building long-lasting relationships with my clients, based on trust, transparency and open communication. I take the time to listen and understand your unique circumstances, goals and concerns. By getting to know you and your family on a personal level, I can create a financial plan that aligns with your values and aspirations.

Whether you are planning for retirement, saving for your children’s education or looking to grow or protect your wealth; I am here to guide you every step of the way. I provide comprehensive financial planning services, including: investment management, retirement planning, tax strategies, estate planning and risk management. With my personalised approach, I will help you navigate the complexities of the financial world and empower you to make informed decisions that will secure your financial future.

I invite you to explore my website and learn more about our services, expertise and client testimonials. Feel free to reach out to me for a complimentary consultation, where we can discuss your financial goals and how I can assist you in achieving them. Together, we can create a roadmap to financial success and peace of mind for you and your family.

I look forward to the opportunity to serve as your trusted investment director and partner.

Toni Hughes

INVESTMENT DIRECTOR

OUR PHILOSOPHY

At the core of our practice is a steadfast philosophy that shapes every aspect of our approach to financial advisory. Our guiding principles are built on a foundation of trust, integrity, and client-centricity, ensuring that we deliver unparalleled service and results. Client First: Our clients’ needs and goals are at the heart of everything we do. We believe in building strong, lasting relationships by truly understanding each client’s unique circumstances and aspirations. By putting our clients first, we craft personalised strategies that are aligned with their long-term objectives and risk tolerance.

OUR MISSION

At the heart of our practice as financial advisors is a clear and resolute mission: to empower our clients to achieve their financial goals with confidence and peace of mind. Our dedication to this mission drives every aspect of our work. To Have A Holistic Approach: Financial success is multifaceted, and we take a comprehensive view of our clients’ financial lives. Our holistic approach considers all aspects of financial health, including investment management, retirement planning, tax optimisation, and risk management. This integrated strategy ensures that all elements work together harmoniously to achieve optimal outcomes.

KEY OF SUCCESS

Adaptability and Innovation: Being adaptable to changing market conditions and client needs is vital. Incorporating new technologies and innovative policies can enhance service delivery and provide clients with up-to-date solutions. Passion and Commitment: A genuine passion for helping clients achieve their financial goals, coupled with a commitment to excellence, drives us to go above and beyond in their services.

Our Story

The key to success in market-correlated investments lies in effective management. This is why, we offer a range of alternative investments to match our clients’ individual risk appetites and capacity. Additionally, we partner with some of the world’s leading discretionary fund management firms.

Having such a strong team around me to support my clients is massively important and along with this we are supported by the SVN Group. What that brings is a comprehensive investment management team of more than 40 people all working with the same goal in mind. I have forged relationships with many of the leading industry players. That allows us to provide a whole spectrum of opportunities to clients combining vanilla investments products with some exciting opportunities for growth and income to suit individual requirements.

I predominately work with high-net-worth clients and family offices within our exclusive market for alternative investments, I only deal with high-net-worth clients, either with a minimum portfolio of $500,000 of selected clients that have been referred from existing clients.

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