Investment markets can be volatile, uncertain, complex and ambiguous and every investor’s circumstances are different. My clients enjoy truly bespoke investment advice in pursuit of their objectives.
I have provided trusted personal investment advice to private clients continuously for the last two decades through ever-changing market conditions. I now act mainly for entrepreneurial families, senior executives and specialists in law and medicine, to protect and grow their accumulated capital.
Originally trained as a scientist, I hold a bachelor’s degree with Honours in Genetics, a master’s degree in Applied Finance and the Chartered Wealth Manager designation awarded by the Chartered Institute for Securities and Investment in the City of London. I apply my combined scientific and investment training as a member of the Advisory Board for the UQ Queensland Brain Institute.
I assist my clients to identify and articulate their hopes and fears, their non-negotiable objectives and constraints. I then consider the prevailing investment risks and opportunities before formulating a individually managed investment strategy with resilience, agility and flexibility in mind.
Once set, ongoing review is essential. A well-managed investment strategy, like a well-tended garden, requires constant attention, planting, pruning and weeding.
Think about what is really important to you and your family and seek expert advice to achieve it.
