I Am Not The Car Salesman You Will Never See Again...
Working with me is not just a transaction.
If you were driving around Australia, you will likely break down at some stage.
Wouldn't it be nice to have the same mechanic with you?
Someone who knows just how the car's ticks? Knows its history?
That's what happens with an adviser and that becomes immensely powerful over time.
That means choices are made based on insight and empathy as well as the numbers.
And there's nothing like being understood and having that person there for you through all of life's events - good and bad.
From births and deaths to "how do I fill out this form?"
Your Co-pilot, Your Confidant, Your Samwise Gamgee...
That means I am going to know certain things about your life and family.
Btw, when it comes to insurance I am also going to know your medical history (don't worry it is all confidential).
We will get to know each other and we will be in touch - as much as you require but least once per year.
You're not on the clock and should feel free to pick up the phone at any time.
In fact, I prefer you did. It's much better to get on the front foot of any changes.
Wealth accumulation takes years and things need to be done properly year on year, otherwise easy dollars can go down the drain.
Being a classical musician and working in corporate finance teaches you a thing or two about process, value and excellence.
I bring that into your finances.