"Go bold and bloom."
I'm passionate about taking the time to discover and understand distinctive goals, motivations and concerns. I look at things differently (as investment is more than money) and work hard to make complex financial stuff accessible for those that need it to be. The most enjoyment comes from the journey, so I always appreciate the opportunity to work with clients as they begin to explore their paths. Having been involved in managing wealth since 2001, I provide independent investment advice to individuals and families, business owners and not-for-profit organisations. As a trusted adviser, I aim to provide clients with tailored wealth management solutions through exceptional and welcoming service. My expertise includes asset allocation, portfolio construction, structuring, investment selection, governance and preferences for responsible investment strategies.