After 20 years running my own financial planning business, I have enjoyed the lifelong relationships that have been established with my clients. I am proud of the fact that the majority of my new clients over the years have been referred to me by existing clients. They range from families, individuals, small to medium sized businesses as well as superannuation funds.
My advice covers portfolio management, investment advice, financial planning, retirement planning (pre and post retirement), personal and business risk insurance.
The goal is to provide appropriate advice to each client based on their individual circumstances and to provide solutions throughout their financial journey.
In my free time I enjoy travelling with my wife, and teaching my grandchildren there is more to life than Ipads.