Providing professional financial advice for over 20 years

In over twenty years of advising clients, I have learned and acted upon three important ideas:

• Financial planning is not about money but about having the life you want and the means to support it, for yourself and those you care about.
   

• Having a realistic plan makes it far more likely that you will get to where you want to be.
   

• The best plans are still vulnerable to unexpected misfortune and need to be protected accordingly.

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I take a thematic approach to financial planning, covering four main areas, and provide integrated solutions for individuals and businesses:

• Home and family

• Work and business

• Saving and investing

• Generation planning

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