How I Work
“Before anything else, preparation is the key to success.” - Alexander Graham Bell
Entrepreneurs: I work with both established and fledgling entrepreneurs to help balance personal and business finances for sustainable growth. Financial security planning includes risk management and tax-efficient approaches to wealth generation and transfer.
Career transitions: The services I provide are also very important to those leaving behind full-time employment (enjoying life, changing careers, or becoming an entrepreneur - or a desirable combination of all three) through personal choice or downsizing.
Pursuing financial independence: While my approach is ideal for entrepreneurs and people dealing with career transitions, your financial security planning may also benefit from discovering and following a path to financial independence - for you and your loved ones - at any stage in life.
How I build: Using a systematic and holistic approach I work with clients to understand their situation and identify gaps. I then create a personalized financial security plan to help them achieve both their short- and long-term goals. We also review the plan regularly and make updates as their situation changes.
What I consider: To develop and put a plan in place I focus on the four cornerstones of financial security and also have access to a team of specialists and a network of connections that complement my approach.
When I move: Patiently considerate but with a sense of urgency as unplanned for risks can significantly impact the path to financial freedom.
Where I source: I can offer a broad range of financial products from leading financial institutions.
Who I engage: I have access to a team of specialists and also seek collaborative approaches to deliver simple solutions.
Why I recommend: Working in the best interests of clients is my first priority - helping achieve goals, manage risks, and travel towards their financial independence.