My area of expertise is twofold:I work with families and business owners who have cross-jurisdictional business and investment issues or complex affairs, particularly in Switzerland and Australia. I start by understanding your values and priorities and use this as a context for designing and implementing your personal plan; andI also provide mentoring, coaching and governance services to businesses and senior leaders, to enable them to achieve their goals within the framework of their personal values.I am an experienced Chair, CEO and Certified Financial Planner, now proud to use my knowledge and experience to assist international investors and portfolio entrepreneurs to plan for the life they dream of.After moving from Australia to Switzerland, I established an independent, fee-for-advice practice to help my clients focus on the person they are, not just the money they have.My former financial advice business, ipac Western Australia, received many awards and was recognised nationally in 2016 by the Financial Planning Association as the Professional Practice of the Year for Australia.As a company director, I have experience as a Chair in Australian Stock eXchange listed public companies, private companies, philanthropic foundations and member associations. As a Certified Financial Planner, my particular expertise is in communicating complex topics in easy-to-understand language, and my area of practice expertise is with business owners and professionals. I have experience as a media commentator and as an Expert Witness before the Supreme and District Courts of Western Australia and the Administrative Appeals Tribunal. For three years running, I was included in Australia's Top 50 influential financial advisers.My education includes a Master degree in finance, specialising in corporate finance, and a Graduate Certificate of Blockchain in Business. I have significant practical experience in mergers and acquisitions of listed and unlisted entities.