After over 20 years of banking and finance experience, I’m happy to say that the reason I entered the industry hasn’t changed. Financial services give people the ability to achieve their dreams. Unfortunately, the downside of this is that without training or solid advice, many won’t. So why did I get into it all? To lessen the gap between those that have and those that want.
My speciality lies in solutions. This may sound a bit general however, what it comes down to in the world of finance is being able to get a clear picture of someone’s
situation now, and then charting the best possible course to get them where they want to be. It isn’t just about numbers either. That course has to be something that fits the individual because there are always emotional attachments to the decisions made.
Getting that fit right is where I get a high degree of job satisfaction. I call it ‘the comfort factor’. People need to be financially comfortable not only in the future when it’s time to retire, but now in the present with the decisions they make to get there. The key to achieving this is simple: honesty and empathy in the advice I give to guide them.
Outside of finance, I have a beautiful daughter and a full of life young son with my gorgeous wife and we are enjoying being a family, and watching them grow and explore every day….
If you have any finance related queries
Book a Consultation
When’s good for you?