MISSION STATEMENT

My objective:

To be the preeminent provider of financial services in the 'advice' channel, by integrating the best in independent financial planning and insurance services, and the best in exclusive managed-money products.

I work in partnership with my clients to provide them with the highest level of service. All of my decisions are shaped by the simple fact that they must be in the best interest of my clients.
 
INVESTMENT PHILOSOPHY

The investment philosophy I’ve established governs the way I manage clients' money, and the service I provide.

I help clients plan their finances so they can enjoy a comfortable, worry-free retirement.

I Believe:

• People need a professional to guide them.

• Investor behaviour is more important than investment performance.

• Owning gives a better return than loaning.

• You can reduce risk and stay focused through diversification and rebalancing on a regular basis.

• In the financial planning process.