You've accumulated several pensions in your working life and they're just sitting there, doing nothing. They're too complex to understand and too time consuming to deal with.
You've worked hard for many years, accumulated wealth and you know your money needs to be invested. You believe it could be growing faster than it is. But you just don't know where to start.
You're afraid that without the right plan, your dependents won't have the chance to enjoy the benefits of your accumulated pensions, when the time comes.
As a small business owner, you've been focused on building your company for so long, that planning properly for retirement has fallen by the wayside.
You want to build a legacy of wealth for your children and grandchildren but there are too many options. You just don't know what the ideal scenario is for both them and you.
You feel like you need to sort out your finances to plan for the future, but finding the right balance between enjoying your retirement, putting money aside and investing wisely is tough.
You thought you'd DIY it. But now you're not sure if what you've done is the safest, tax-efficient and water-tight plan available to you.
I became a financial planner purely by chance. A sudden opening in the family firm. Helping out during some time off. And in finance, my eyes were opened to a different world.
I was hooked. I was inspired. My Pharmaceutical Sciences degree would have to take a back seat. Helping clients make their money work harder for them and seeing their frustrations ease with our help made me happy. And if such contentment was the result of working diligently, then this was the right career for me.
So, I trained. Hard. To the extent that I can now proudly state that I’m one of the most qualified financial planners you’ll likely meet. In the world. And this, together with significant hands-on experience helping couples improve and manage their financial position, is an exciting combination for both of us.
As the years have passed, my desire to help others live better lives has only risen with the need to demystify increasingly complex financial products. The results speak for themselves.
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Definitely! I’ll guide you through the process, explaining everything in simple terms and help you fully understand the best course of action for your specific goals and aspirations.
No. I focus on helping individuals and couples look towards the long-term and who want a trusted adviser to be with them throughout their retirement.
We will discuss fees on our 60-minute call, but safe to say that my charges are standard for the industry. But the value you’ll receive will far outweigh the cost – our many clients can testify to that.
You’re going to need someone to guide you through the next 30-50 years or more of your life. Do you want multiple advisers who, themselves, will be retiring in a few years or one trusted adviser who will be with you, every step of the way to guide and help you throughout your retirement journey?
No, I don’t work like that. I’ll listen to your needs, work with you to build a plan and give you the best advice that will help you live more enriched lives full of new experiences. You’ll be surprised what can be achieved with some creative thinking!