Striving to provide advice and options that our family members can rely and trust
When I founded Cashel House in 2007, it wasn’t to fill my days with more ‘work’, rather quite the opposite.
Like most people, I desired choice – in how much time I could spend with my growing family, where we holidayed, and how much time I could focus “on” improving performance within my business interests. I wanted flexibility to shape how we lived our lives and how we impacted those around us.
I believed it then and do so today, that most people innately share this same desire.
Throughout my life I’ve met hard working, talented families who deserved more than the choices they were sold, and I wondered what had held them back. It took many years working in the financial sector until I learned the reason that less than 20% of Australian’s had a financial plan. Put simple, it was due to the complexity of financial and credit industries and the conflicts that existed between financial product distribution and product manufacturing that deterred them from trusting a financial adviser. In many cases they were right not to trust.
The recent Royal Commission into the Banking and Financial Services section has correctly highlights that most financial products are one sided and that the classic financial advice industry has been established as a distribution channel rather than an unbiased advice and education channel.
“I realised that people lacked access to the tools and guidance required to create opportunities for themselves.”
I founded Cashel House with this purpose, to provide access and quality advice to the growing number of families that wish to shape their futures.
Many ask where the name Cashel came from. The literal translation of Cashel is a stone fortress where one would hold and protect their wealth. Today, Cashel House helps my family and the families of over a 500 other families to protect and grow their wealth, keeping simplicity, choice and personal relationships at the heart of what we do.
I look forward to working with you to help protect your wealth and achieve the lifestyle of your choice.
Angus Mason Chief Executive Officer Cashel House | Family Office and Superannuation.