A firm believer that financial freedom is for everyone and a thousand mile journey begins with the first step. I’m an avid learner and process driven individual who’s served in the Finance Industry for more than a decade since 2006 and currently a Million Dollar Round Table Mentor to aspirants in the Financial Services Industry.

What we do on a daily basis is to help individuals and families save thousands of dollars yearly by improving their Financial Portfolios; Be it Investments, Legacy Planning or Wealth Protection, I believe that making Finance matters easy to understand and implement is key.

The many testimonials from appreciative clients, businesses and friends over the years as well as the Awards received from within the industry continue to encourage me to deliver better to those that engage me and my team.

When off duty, I spend time with my lovely wife, 2 beautiful sons and the good book.

LET US CONNECT IF YOU ARE:
– Seeking holistic financial planning advice for yourself or your family
– Interested to save thousands per year on commonly seen Insurance/ Financial Planning mistakes.
– Receive a 2nd opinion on your investment portfolio & reducing your mortgage loan payments.
– Keen to have independent fee based review of your insurance portfolio
– Exploring financial education seminar in your organization
– Or simply will like to broaden your professional network for mutual learning.