These are the reasons my clients have me in their life.

  1. Partnership - If you want to go fast, go alone. If you want to go far, go together. As a team we will make more ground because we are both invested in making sure you succeed. I don't succeed unless you do and that commitment to each other is what makes working together special.

  2. Knowledge - Every day you do what you are good at and I do to. I have been an adviser for 10 years and have met 1,000s of people. I have studied and worked across two world markets. They say you need 10,000 hours to be an expert and I would have at least 35,000. If you want to be good at something, you need to know how to be good at it.

  3. Organisation - Some of us are super organised at home, at work or at both. I do tend to find however that while we may be super organised in some parts of lives - finanically many of us are in a mess. My advice will tidy everything up and get you organised. Like everything in your kitchen, all your money has a place, we just need to sort it all out.

  4. Education - I love to learn and even more to teach. I am not an adviser who just tells you to follow what I say. I take every client on a journey, the more they want to learn, the more I love to help. My best clients ask me any question and challenge me day in, day out to learn more and be better. I love this! 

  5. Action - Fundamentally, I am here to help you take action for you. Like a personal trainer or a doctor, my job is to educate you and encourage you to take steps towards building the life you want. I am not here to tell you, but to empower you. 

  6. Accountability - To get action, sometimes we need accountability. Like all good diets, unless you put systems in place to track, measure and reflect. Those good intentions fall away. You need to stay on the front foot and always moving forward. Time is your biggest friend, unless it is your enemy. 

  7. Objectivity - One of my proudest traits is to be totally blunt and honest. I will never tell you what you want to hear if that's not what you need to here. My job is not to be an order taker but to educate you to make better decisions. If you are doing something I do not think is best for you, I will aways say. 

  8. Proactivity - Times of the world change, not by week, but by the minute. Most of it is noise but sometimes big things happen and they matter. When they do, I will be there to help you take the next step. 

  9. Solutions - Most people go to financial for advice and what they get given is products. These products are usually part of the solution. I can provide you advice on all financial products, but rest assured I have no preference for any solution. I will pick the best one for you and when you need help in any area I am bound to know of a solution 

  10. Network - I spend time every week, connecting my clients to other professionals I respect and trust. This network of people are all the best in their field and all my clients have access to them. This saves them time, worry and protects them from making a mistake. 

But lets be real here - the reason you partner with me is to Get Results.

Fundamentally, we work together is to get you better outcomes then you can do by yourself.