Why I do what I do.
I started in the financial services industry straight out of university having studied a Bachelor of Commerce. My first job was as a stockbroker, because I knew that Australian Shares were one of the best performing asset classes that you could invest in. What better place to work?
With some training and some great mentors, I learnt a lot about the Australian Share market, and indeed shares performed very well.
In time I changed jobs and ultimately worked for over a decade in the wealth management arm of Westpac Bank. In this role I visited over 500 different financial adviser’s offices and made in excess of 5000 office visits where I learnt about their businesses; what made them successful and what didn’t.
During this time, I met my lovely wife, and subsequently have had two beautiful children. I mention this, as it was having a family that made me finally realise what financial planning is really all about. It isn’t about shares or any other financial product (although what you are invested in is important), it isn’t about commissions or tax effective investments. It is about enjoying the life you live whilst striving for the goals and dreams you have.
Myself and my wife both run our own businesses and work full time and have two beautiful children that keep us very busy. I understand what a busy life is like. I know that adding another professional to your life sounds time consuming, and likely to create a mountain of paperwork.
The reason I started my own financial planning practice is to assist my clients to achieve the goals they have in life (both financial and otherwise), and to shield them and their family from the pitfalls that may occur when they least expect it. I will achieve all of this without consuming a moment more of my clients’ time than is necessary. I want my clients to enjoy their life, not spend it completing forms.