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Cocktail Making

Client Appreciation Events

These are unique events that we plan for you and your clients to express gratitude for their choosing you as their financial planning partner. 

How it works

Experience has taught us that there is value in hosting clients as a thank-you for their business. This often results in long-term relationships of trust, commitment and value, as well as referrals. 

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At the same time, we are all tired of cocktails, canapés and wine tasting and are undoubtedly looking for something a little more exciting. 

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There are a lot of original ideas out there but most of our clients are good at financial planning and not event management. It's simply easier to 'just do' what we have done before, or what everyone else is doing, but then that may be reflective of your financial planning as well. How you thank you clients speaks volumes to your general approach to client relationships. 

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This is how we help you to thank your clients: 

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Blind taste-testing

Private chef 

Private collections

Private circus

Private bands

Secret venues

Exotic dining

Mountain biking 

Trail running

Hiking

Illusion & magic shows

Adrenalin events

Retreats

Comedy

Drama sports

Motivational speakers

Specialist speakers & presenters

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Client Appreciation
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