“Plan for the person you are, not just the money you have. Look for increased well-being as the measure of success”
What exactly is an
Independent Financial Adviser?
An Independent Financial Adviser is more than just a throw-away phrase, or someone seeking to comply with a regulated term. They are an adviser who understands and is aligned with your values and goals, and who operates with ethical and remuneration transparency. In many ways, they act as your Personal Chief Financial Officer (CFO).
A Personal CFO is a fiduciary who works with you to protect, preserve, and grow your wealth, taking into account your unique circumstances and priorities. They help you to understand and resolve the most complex problems and situations, whether these are in the management of your business interest or personal wealth – and often both. Unlike financial planners and wealth advisers who may focus solely on your investments, a Personal CFO takes a more holistic approach, considering all aspects of your financial life, including cash flow, estate planning, and risk management – but within the context of improving your well-being, not just your balance sheet.
As your Personal CFO, I have over 35 years of experience in international markets and behavioural finance, and I bring this knowledge to bear in helping you achieve your goals. From establishing the right investment vehicles to diversifying your wealth and ‘project managing’ other professional advisers, I work with you to design and implement your financial decisions.
My role as your Personal CFO goes beyond just managing your finances. I am here to offer strategic guidance and support, helping you make informed decisions that align with your values and priorities. By taking a comprehensive approach to wealth management, I can help you achieve true financial freedom, allowing you to focus on what really matters to you.
So what is the difference between a Personal CFO, and financial planners and wealth advisers? Put simply, I plan for the person you are, not just the money you have. This serves to help you live the life you desire and increase your well-being. The key difference is having a strategic perspective for your entire family office, and having the expertise to effectively implement the decisions you take.
Having a Personal CFO moves you beyond mere ‘silo investing’ in whatever products are put in front of you, to have an overarching strategic plan for your family’s wealth, ensuring your cashflow serves you at all times. It can be a life-changing experience.
So if you’re ready to take control of your finances and achieve your goals, why wait any further? Contact me today to learn more about how I can help you make the most of your wealth.
Why should you engage me as your
Personal CFO?
If you’re an experienced investor or business person with international interests or significant family assets, you know how difficult it is to both earn and protect wealth. You’ve likely worked with experts in their field who, as good as they are, lacked interest in ensuring their advice aligned with your overarching family and life strategy.
Without this alignment, your family wealth plan becomes a series of transactions rather than the implementation of a coherent strategy. Plus, tending to your own business affairs may leave you without the time or resources to do the research necessary to make the best decisions.
Distractions, noise, and urgency can easily overtake important considerations. However, with me as your Personal CFO, you can rely on my expertise in business, governance, and behavioral finance to make a critical difference to your financial well-being and peace of mind.
Investing in and providing for your family’s future business can be a lonely place, but you don’t have to do it alone.
As your Personal CFO, I stand with you at the crossroads of your personal values, financial goals, and business aspirations, providing aligned guidance that’s both ethical and driven by your success. I not only listen, but I also instruct based on my extensive knowledge and experience gained across four continents. Together, we’ll identify the best strategy and tactics to achieve your goals, and where possible, I’ll connect you with other professionals to save you money and time.
My best advice is to find an advisor you resonate with. I’m proud of the testimonials I’ve received, but your opinion matters most. Visit my blog for an insight into my thinking, values, and expertise, and decide whether I’m the right international independent advisor for you.
No matter what challenges you face, I’m in your corner. You can rely on me to act in your best interests and tell you how it is, whether it’s easy to hear or not. Ask your accountant, lawyer, or other advisers for a referral or contact me directly here.
Like a confidential, obligation-free discussion about your circumstances? Contact me!
From Postman to Financial Expert to
Independent International Adviser
I am passionate about helping people achieve their financial goals and increase their personal well-being. My strong belief that all people are created equal and connected in some shape or form informs my approach to wealth creation, which emphasizes simplicity, elegance, and diversification. As an international financial advisor, I have worked with clients in Australia, Switzerland, and beyond to help them navigate the complexities of the global financial landscape.
Like many, I have experienced my fair share of ups and downs in life. From humble beginnings, I’ve enjoyed a variety of roles as a postman, to serving as a pastor and chairing an ASX-listed company. My team and I built the financial advice firm, ipac Western Australia which in 2016 was acknowledged as the Australian Professional Practice of the Year.
Through this, I have gained a wealth of experience across a wide range of industries. Along the way, I have faced corporate redundancy, launched my own businesses, and served on private, public, and charity boards.
I have also worked behind the scenes with regulators and litigants to provide Expert Opinions in financial advice matters.
After a 15-year succession plan, I sold my financial planning practice in 2019 and began the next chapter of my life: helping families and entrepreneurs around the world benefit from my experience and expertise. With a focus on providing tailored financial solutions that align with my clients’ personal values and goals, I use my extensive knowledge of international finance, law, and marketing to help my clients succeed. Additionally, I mentor entrepreneurs and business leaders to help them achieve their best work.
My message to anyone who wants to take control of their financial destiny is simple: with drive, determination, and planning, you can live the life you want and create the legacy you desire. As your personal CFO, I am here to provide the guidance, support, and expertise you need to make that vision a reality.
