It was world-famous cyclist Eddy Merckx who said: “Ride as much or as little, as long or as short as you feel. But ride.” I think the same should apply to securing your financial future. Save as much (or as little), for as long (or as short) as you can. But save. And if you make use of a professional wealth manager along the way, chances are you’ll have a much better ride!
The development and cultivation of partnerships with my clients is what gets me out of bed each and every morning. As a chartered accountant, CFP® professional and director of Netto Invest, my technical expertise enables me to help my clients navigate complex financial decisions in order for them to achieve their financial and lifestyle goals.
I believe that there is more to life than just money: an interesting conviction for a financial planner, I admit! But with my holistic approach to financial planning and my commitment to providing retirees, investors and business owners with well-researched, comprehensive and independent advice, I ensure that you won’t feel consumed by worry about money.
In my view, it is important to groom young people to become the future stars of the financial industry. Through the graduate training programme offered at Netto Invest, we hope to improve the standard of advice offered by financial advisors, thereby also improving the image of the industry. My hope is that this will in turn promote confidence in the financial services industry – ensuring that clients seek the advice they need to maximise the probability of them achieving their financial and lifestyle goals.
I am a keen cyclist and mountain biker, and I have completed more than 25 Argus Cycle Tours. I am married to Wendy, and we have two children. When I have the time, I also enjoy running on the mountain or boating with family and friends.
