I’m a Certified Financial Planner (CFP®) who can provide you with the discipline, structure and control to help you make the most of your income, so you can spend time doing what you enjoy. Importantly, that also means you don't spend time concerned about having enough money now and in the future. Building wealth gives people the financial freedom to be able to do what they want – whether that’s buying a house or four, educating their children, creating a legacy for future generations, seeing the world, or all of them. It gives peace of mind and lets you live your life.
Life is short and too important to spend time doing things you don't want to do.
I decided on a career in financial advice very early on, and have always known that I wanted to work with people in managing their money.
For me, building wealth gives financial freedom — the freedom to be able to do what you want, without financial constraints. Add to that my 'need' for creating order out of chaos and doing something where you can see tangible results, and financial advice is a perfect fit!
As for why I decided to start my own practice, well, I like control. I also strongly believe that I know what is best for my clients compared with a larger institution; often these bigger businesses put constraints around how clients can be advised and — very importantly to me — what should be invested in.
My financial planning practice is purely fee for service; there are no ties or kickbacks from any investment area. I’m not a salesperson for any particular product or business. I work with you on the strategies that are best for you. See here for how it works. You can also see my memberships and achievements here.
Technology has long been another strong interest, and I love how it can streamline our lives. Today's technology means I'm available to clients regardless of where I am at that moment.
In fact these days, many clients find it more convenient to meet via web conferencing, Skype or Zoom - and that's regardless of where they are too.
The other reason for establishing my own business is that given I enjoy what I do, I have no plans to retire, so running my own business gives me the flexibility to indulge in one of my passions: travel. All photography on this site is from my travels. Creating a business I love has enabled me to pursue that passion while helping clients achieve a lifestyle that they love. Check out my Trip Advisor profile to see the places I've been.
All this lets me live the lifestyle I want (which is what I aim to help clients do!), while serving my clients in the best possible way.