Select Clients
In today’s society, many of us are highly mobile with access to unlimited information. We are social and collaborative, yet time-poor and often distracted and interrupted.
It is a wonderful feeling to have clarity and know that you are organised, on track, up to date and in control of every aspect of your financial life.
We value relationships and are selective with the clients we choose to work with, just as we expect them to be discerning with whom they choose to partner - whether that be with us or the other professionals who support them.
Our clients have complexity, and value the clarity, guidance and strategic direction they receive from partnering with us.
We work collaboratively to build life plans for clients who:
are professionals, business owners, corporate leaders or successful families with complexity in their financial affairs
are family and community oriented
are modest, appreciative, caring and growth-minded
view wealth as an enabler and not as a primary driver to their lives
are passionate about living a purposeful life
may be facing a significant life event
are ready to work in partnership with us
are committed to act on our advice to achieve their goals
view financial advice as an investment not an expense
Client Values
GROWTH MINDED
FAMILY & COMMUNITY ORIENTED
Caring & Committed
Appreciative, modest & Realistic
Open & Sharing
Diligent & Passionate
Key Clients
Business owners
professionals
SUCCESSFUL Families
Corporate Leaders
Charitable Foundations
Religious Orders
Testimonials
“David Barber and his team at Pario offer a very professional, bespoke and personalised service. They are knowledgeable, respectful and genuinely interested in my financial well-being. I have been extremely happy with their collaborative style and impressive results. They have assisted me to develop well planned structures and strong financial strategies which provide me with the confidence to see a secure outlook. I look forward to continuing to work with Pario in the future.”
Joanne Cruickshank
“I have been a client of Pario since 2013. During this period, I have been guided by David and his team through, what ordinarily would have been for me, the complexities of the finance world. I have absolute faith that my finances are in good, honest and safe hands. David is able to explain, at all levels, the management of my finances and the investment plan tailored to my requirements and comfort levels. David and his team have a caring and genuine interest in their clients’ welfare. I have no hesitation in recommending Pario to any prospective clients.”
Eve Beckett
“The Pario Advisers are very personable and take a holistic life approach to financial planning, rather than it just being about investing the dollars. They keep up to date with markets, products and investment strategy as well as planning for ‘life’ with their clients.”