If money was not an option or barrier - How would you be living your life differently?If you are curious about this, and looking for a young, independent fee based, Lifestyle Financial Planner, that focuses on what is important for you - then read on and make contact with me.Add value to Entrepreneurs, Professionals and Retirees through an independent, comprehensive and Holistic Lifestyle Financial Planning Process.We ask the right questions, so you understand what your money needs to be doing for you.We listen!We simplify things and make sense of your financial planning - and connect the dots to what is really important to you and your family.We create a Lifestyle Plan for you which culminates your life vision, your resources into a plan which will lead you to something meaningful,It's about meeting you where you are - and taking that intellectual journey with you to where you want to be.We act as Coach, Mentor and Sounding Board to all that is important to you - Wealth, Business, Family and HealthSimply put, We give Wealth PurposeMy approach to financial planning has always been about motivating people, and having deeper conversations about the possibilities of their money and life.Why?We want to make a meaningful difference in the lives of our clients by empowering them to understand what is important in their lives, and letting their financial planning lead them to that life. 20 years experience. Ironman and Comrades Finisher. Father, HusbandTag: Behavioural Finance, Family; Lifestyle; Fulfilment; Balance through Wealth Creation, Private Client Securities; Bespoke portfolio management, global investments ; investment advice, Corporate vesting; Estate Planning; Fiduciary ; Cash Management Treasury; Buy and Sell; Key Man; Contingent Liability, Retirement ; Tax efficiency; Legacy; Lifestyle Financial Planning; Fee based
Listed skills include Retirement Planning, Financial Analysis, Investments, Wealth Management, and 19 others.