Specialising in assisting high-net-worth families, trusts and companies, I develop financial plans that aim to create, maintain and distribute wealth. My approach is to first understand a family's specific needs, risk-tolerances and objectives, and then work with them to design and implement solutions that suit them best. I believe that a financial plan's success is rooted in a client's understanding of the overall strategy as well as the purpose of each of its components, and I endeavour to keep my clients focussed on long-term horizons, rather than volatile, short-term ones.

I hold a degree in Accounting and a Postgraduate in Financial Planning. While I know my way around a spreadsheet, my passions are photography and illustration, and all things tech-related. I spend most of my free time building computers and watching sci-fi movies.

I am passionate about the international investment industry and have been helping clients create wealth for more than 25 years.

As a Certified Financial Planner® and wealth manager, I utilise my expertise and insight to guide individual clients and families to achieve their financial goals. From wealth management to strategic investment advice, I’m dedicated to assisting clients with financial advice, asset and portfolio management, retirement and estate planning, stockbroking services (both locally and offshore), foreign investment and trust structures.