Director
CurrentCooper Parry Wealth offer a distinctly different approach to managing your wealth. Uniquely we combine advice in each of the following areas: investment management, tax mitigation, estate planning and risk minimisation.We realise that we cannot do this without first understanding and considering what we call your ‘bigger picture’ - your goals, objectives, values and ambitions. From your family and lifestyle, to your deepest passions, fears and concerns. Also known as your ‘why’ - the reason you get up in the morning and do what it is you do in your life.With a clear picture of where you are today, and the things that matter most, we create a strategy to set you on your path toward achieving your ambitions.
May 2016 - Present
