October 2016

Life changing event

It has been 1 year since I decided to become an independent financial advisor, it was the hardest decision in my professional life however it has also been the most rewarding. When you work for wealth advisory within the banking world you are always asked to do more and more and it becomes about the numbers what the banks want you to do and not the client.

What are your Portfolio Performance Expectations?

In the story of Alice in Wonderland, Alice arrives at a fork in the road and wonders aloud which road to take. A smiling Cheshire Cat appears and asks her what her destination is, to which she replies, “I don’t know.” The toothy cat then proffers the only possible response, “Well, then it doesn’t matter.”

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