Working one on one with my clients to help them articulate their life’s vision and then provide them with the support and framework on how to financially achieve it, is something that is truely satisfying. Being an adviser allows you to be in partnership with clients and work alongside them over their journey. The clients I work closely with are high net worth individuals, mainly professionals, specialists and executives.
- The services I provide are:
- Wealth Creation
- Wealth Protection
- Retirement Planning
- Structuring Advice
- SMSF Advice
- Cashflow Modelling
- Estate Planning
- How I can help Fresh members:
With a background in Executive & Leadership Coaching including NLP I am pretty good at helping people work through the matter at hand and helping them see things from a different view and perspective. In fact Im the person that most people I know come to first to help them work through any sticky situation!
- The main business categories in my network are:
Law, Accounting, Finance, Financial Markets/Investments
- My target market is:
Dealing with high net worth white collar professionals and executives.