My Brand story : I have been in investment banking for over 30 years and have spent most of this career servicing some of the largest managers of superannuation money in this country.
But over the years I have seen so many successful and intelligent investors become less trusting of money managers and the superannuation system, choosing to take more personal control over their wealth, yet at the same time many become overwhelmed with the tasks before them, because of significant life events, lack of time or lack of an organised structure.
Therefore, I established a business through which I act as a trusted partner, providing solutions and strategies for wealth creation and preservation, financial affairs management, and investment management. I provide a personal and structured approach to organising and simplifying my clients finances to meet their personal and financial objectives.
Target audience : successful, wealthy people who are time poor and want structure and organisation