“Creating and Protecting Wealth for Clients”

Originally I have a very strong corporate background in finance, strategy, and capital project reviews, working at senior level in both local and international groups here and also in Zambia and the UK.

I believe in offering a fully independent service to meet personal/family and corporate needs. This is based on a personal and financial analysis of client needs, resulting in an agreed set of actions which are then implemented in conjunction with the client. Access to a wide range of investment and insurance products and providers ensures the ability to be flexible in providing a professional and personalised service.

I recognize the need, as in any project or strategy; to review the situation on an ongoing basis and make such changes as may be required. I do not believe in a massive client base, but one where I can build and maintain an ongoing personal relationship with my clients. This is backed up by regular newsletters.

I am a member of the Masthead Financial Advisors Association. I am a family man, (with all that implies!), and also actively involved in wine tasting groups, bowls, local and overseas travel, horse riding and snow skiing when possible (regrettably not very often!).