Wealth Manager
CurrentIndividuals:I provide holistic financial planning services which encompass my clients’ entire situation in order to truly optimise their financial position. Most people work hard to earn their income, however don’t give proper attention to ensuring their money is working just as hard for them. The result is that they risk never achieving financial independence and have to continue working longer hours for more years than they would otherwise like to. My goal is to get my clients on track to achieve financial independence and be in a position where they can spend more time doing the things that they love, whether that be travel, early retirement, or philanthropy.Macquarie attracts the best & brightest analysts and strategists and has front end access to floats and capital raisings through our Investment Banking arm (MacCap). I pull all those resources together to help my clients achieve financial freedom.Family Offices, Investment Companies and Charitable Trusts:Using the vast resources and highly regarded research teams of Macquarie, I provide portfolio management services for prominent Perth family offices, investment companies and charitable trusts. These services are fully bespoke and can range from a single sector exposure to a diversified portfolio across all asset classes, with discretionary trading available.
