A Certified Financial Planner helping people to make good decisions to ensure that they achieve their goal of financial independence.

I try to make sense of the complex world of pensions, investments and personal finance.
I show people the fundamentals for financial success and highlight the typical investment mistakes and how to avoid them.
Good investment performance is achieved by good behaviour’s – not by market timing or picking the latest ‘red hot stocks’ .

I show people a simple investment process – that works.

I believe that life is for living and it is not a rehearsal.
It is my priority to create financial security and peace of mind for you and your family.

I accomplish this by providing you with easy to understand financial planning advice and a high level of customer service that will exceed your expectations, which is why so many of my clients refer me.

Investors benefit greatly from my unique approach to managing their wealth because it helps address their current financial needs and to achieve their long-term goals.

Working closly with Les and Phil as a Paraplanner to provide clients with a professional and seamless ongoing Financial Planning experience