About Me

Fundamentally, what I do is provide advice that is personal, practical and tailored to deliver real long-term benefits. I believe that the value of an individual's ability to earn an income is often not recognised, and for privately held business owners and their families, the business is usually the primary investment. I am passionate about protecting the families of privately held business owners, their partners, employees, and customers, from the ravaging fallout caused by the premature death or disability of one of the owners. Likewise I believe improving the value of a privately held business is one of the best ways for people in this situation to grow wealth and invest.