Client Advantage Program
Extending trusted advice to the people you care about

As Silverbirch continues to grow, we’ve made a few changes to ensure every client receives the personal, focused financial care they’ve come to expect. One of those changes is a new minimum investment of $1.5 million for incoming clients.

But for your family and close friends, we’ve created an exclusive way to extend our services on terms suited to their stage of life or financial reality.

The Next Generation Program

For your adult children (age 18+)
No minimum investment

Help them start their financial journey with a steady hand and clear guidance. We’ll meet them where they are with advice that’s practical, approachable, and suited to their goals.

The Golden Years Program

For your parents
No minimum investment

We focus on stability, low-risk strategies, and peace of mind so your parents can feel more secure in retirement or later life.

The Inner Circle Program

For close friends or extended family
Minimum investment: $250,000

If there’s someone in your life who would benefit from the kind of support we offer, this program gives them access, even when they don’t meet our usual threshold for new clients.

Referring Someone is Simple

If someone comes to mind, you’re welcome to introduce us by email or let me know and I’ll follow up. I’ll handle the rest with a friendly, no-pressure call to understand what they need and how we might support them.

Anyone you refer will be welcomed with the same thoughtful service you’ve come to expect from Silverbirch.

Questions?
If you’d like to talk this through or have someone specific in mind, I’m always happy to connect. Just send me a note.

With Kind regards,
Vanessa Benedict