Professional. Practiced. Proficient. Positioned. Personalised.
* The RIGHT EXPERIENCE. "been there, done that…and have the scars to prove it". I know what it is like to start, build, manage and then sell sizable advisory practices – I have done it. There is no substitute for being battle-hardened and knowing how things really work, and being able to apply the hard won lessons.
* I KNOW the market. Nobody knows the financial adviser market in New Zealand the way I do. As an adviser grappling with the same issues every other adviser does....as an experienced executive inside financial institutions....as a leader in professional adviser associations....I've seen it from all sides, and had to deal with all the issues. Recognised as a Fellow for contributions to the development of the profession, with deep personal experience in both risk and investment businesses.
* 100% INDEPENDENT. 100% self-employed, aligned to no other party. I am committed only to my clients.
* Industry NETWORKS. Connected, respected, and know where to go and who to talk to - and get listened to. Work with Strictly Business, and the professional networks are part of the resource and knowledge base to be used.
* PERSONAL Solutions for you. Every client, every engagement, every enquiry...is different. Every one deserves a personal solution, and that is what they get. Personalised and practical solutions for you, the client.