About Me

For nearly 20 years my passion in wealth management has been to help those in the Medical, Dental, Manufacturing, Agribusiness, Education and Non-For-Profit sectors.

I specialise is identifying what matters most to my clients before laying the foundations to enable them to realise it.

With the support of Mutual Trust, I offer bespoke intergenerational wealth creation and preservation advice that is integrated with either our in-house specialists in Family Office, Tax and Accounting, Succession Planning, Agribusiness and Philopatry divisions or with my client’s chosen specialist in these fields.

If you would like to find out more please feel free to get in touch.