One of the most important parts of delivering appropriate long term finance solutions is in understanding a customer’s unique situation and their future plans and goals.
This is the foundation of my service offering: spending quality time with customers to deeply understanding their position.
Then, using my 16 years of finance experience - including 10 as a Certified Practicing Accountant (CPA) - we work together to build out a tailored and integrated finance solution.
Backed by a team of experienced client service managers who assist me in the end-to-end delivery process, I can focus on this client discovery and strategy-based solutions delivery.
I take great satisfaction in delivering this bespoke service, helping clients achieve the goals they didn’t think possible, through specialised products, structures and solutions they didn’t know were available.
Indeed helping people is what drives me, professionally and personally. Every customer is different and the challenge of matching each one with an appropriate finance solution is a great passion of mine.
Holistic Finance Solutions:
Part of delivering an exceptional service to clients comes from working with specialised partners to determine where else we can help them create wealth.
After completing an initial client discovery, finance assessment and developing lending strategies I then broaden the scope to my (or my client’s) team of finance professionals such as accountants and financial planners to integrate their services.
Investor Finance Specialist:
Investor finance is one of the key areas I can help you with. My extensive knowledge and experience means I understand how various economic factors influence investment trends.
This investment knowledge means I am able to work with customers and trusted partners to develop integrated investment strategies.
Other Finance Specialities:
- Residential Home Loans
- Commercial finance
- Self-employed loans
- Business and cashflow finance
- Debt consolidation and refinancing