About Me

My involvement in the financial planning industry since 1996 has enabled me to grow in experience that brings about a better understanding of client's expectations, risks and investment fundamentals. My holistic approach to financial planning means that lifestyle issues, financial needs, overall wellbeing and estate planning form the basis of all initial discussions with clients creating a road map for the clients future and our relationship going forward. I operate on a Fee for Service. The initial meeting is complimentary.