My Mantra
Financial security requires discipline, and becomes achievable by:
- Investing like a pension through conservative, global diversification across multiple asset classes including alternative investments such as infrastructure, commercial & industrial real estate and options writing.
- Maintaining tax-efficiency of investments throughout all stages of life - accumulation, retirement & wealth transfer.
- Protecting capital and maintaining lifestyle in the event of both expected and unforeseen life events.
My focus is to ensure my clients’ retirement visions come to life.
The Retirement Roadmap Process incorporates this disciplined approach to investing, helping my clients achieve their ideal retirement visions.