With more than 25 years of experience in the investment industry, I'm a certified professional wealth planner who works closely with my clients to help them fulfil their investment objectives. Building wealth isn't easy – it's an immense personal achievement that takes time, perseverance and sacrifice. Therefore, I get to know my clients, ask the right questions and dig deep to understand their financial needs, what wealth means to them, and where they want to take it in future. Whether you're about to retire or already retired, and whether you're an entrepreneur looking for security or an executive planning for your future, I’ll design a bespoke financial plan which is specifically tailored for you, gives you peace of mind and provides the freedom to explore what your wealth allows you to do and be.

Throughout our journey, we will meet regularly to revise and assess your needs to ensure that your financial plan adapts to your changing circumstances. I’ll work with your other trusted advisors (e.g. accountant and/or attorney) to ensure a holistic, multi-disciplinary solution. My solutions encompass wealth creation, management and preservation, bespoke financial planning, retirement planning, risk management, offshore investments, estate planning and business assurance.