Business Description

I specialise in making the complex and sometimes overwhelming world of investment simple for my clients. With almost three decades of Comprehensive Financial Planning and Investment experience, there is very little I don't know about providing successful outcomes for my clients. My clients enjoy an advice process, not a selling process, which fosters trust, integrity and a genuine willingness to share and succeed by all stakeholders.

My investment process is goals based and adhere's to the "Client First" principles of an Accredited Investment Fiduciary (AIF) to which I live and work by.

I live on a 300 acre estate in Dairy Flat, Auckland with my wife Mary, my son Kyle and far too many animals. You are very welcome to visit anytime.