Engage me on a fee
Your investments and financial plan,
managed with you.
I take care of your money. You take care of your life.
How this works
Discovery Call
Understand your situation and priorities.
Strategy Meeting
Review your financial and investment plan.
Commitment Meeting
Agree on the way forward and take action.
Progression Meeting
Review, adjust, and stay on track.
Years, put into practice
CFAChartered Financial Analyst CFPCertified Financial Planner ChFCChartered Financial Consultant
13 years of
advisory experience
CPFV
MoneySense
Books
Podcasts
Seminars
Who I work with
I want to know what I can spend, how my retirement income will be funded, and whether my money can last - without having to manage every decision myself.
I'm building wealth for retirement and for the people who depend on me. I want one clear plan that brings my investments and financial decisions together.
I've received an inheritance and want to make thoughtful decisions, without being rushed into products or a strategy I don't understand.
Fees & Client Minimum
Minimum investment: $200,000
Annual fee: up to 1% p.a.
Platform fee: 0% to 0.28% p.a.
Let's use the discovery call to see if we are a good fit.