Written situation analysis
A plain-language document mapping your current financial position: assets, liabilities, structures, tax exposures, and protection gaps — no jargon, no assumption that you already know the vocabulary.
Advisory
Advice that earns nothing by selling you anything.
Independent, fee-only capital protection advisory — written recommendations, no product distribution, no conflicts.
What independent advisory actually means at The Workshop.
The word “independent” is used loosely in financial services. At The Workshop, it has a precise meaning: we hold no distribution agreements with any product provider, we receive no trailer fees or referral commissions, and our revenue comes entirely from fees agreed with clients in writing before work begins. This structure removes the conflict that distorts much conventional advisory. We have no incentive to recommend a more expensive product, a more complex structure, or a longer engagement than the situation genuinely requires. Advisory engagements at The Workshop centre on three deliverables: a written situation analysis, a set of clearly framed options with their respective trade-offs, and a written recommendation. Everything is documented. Nothing is communicated only verbally where it matters.
What an advisory mandate covers
Scenario modelling
We model the financial implications of two to four realistic scenarios — market downturn, liquidity event, family change, regulatory shift — to stress-test your current position and proposed changes.
Written recommendation
A clear, actionable recommendation that sets out what we advise, why, in what order, and what the expected outcome is. You leave with a document you can discuss with your lawyer, accountant, or family.
Annual review
A structured annual check-in to confirm that the implemented plan still matches your circumstances, to flag any material changes in regulation or market conditions, and to update the written record.
Realistic expectations and honest limits.
Capital protection advisory does not guarantee outcomes. Markets move, laws change, and family circumstances evolve in ways that no plan fully anticipates. What disciplined advisory provides is the best available framework for navigating uncertainty — a clearly documented rationale, a set of controls with known parameters, and a process for reviewing and adapting the plan when circumstances shift. The Workshop does not manage money, does not hold client assets, and does not provide legal or tax advice in the formal professional sense. We work alongside your existing legal and tax advisers, not in place of them. Clients who come to us expecting a managed fund or a product sale will be redirected clearly and without charge.
“What I valued most was receiving a thirty-page written document that I could read at my own pace, share with my accountant, and return to six months later. Most advisers give you a presentation and a phone call. The Workshop gives you something you can actually hold people to.”
Lucia M., Piešťany — business owner, hospitality sector
An advisory engagement starts with one conversation.
Tell us briefly about your situation and we will confirm within two working days whether we can help.
Begin the conversation