Strengths

As a Financial Advisor, I believe in true independence and neutrality. I have complete freedom to comb the land for the best brands and tools. In an Advisory Account, all solutions carry NO transaction costs. That means it costs the client nothing when we buy or sell or rebalance a portfolio.

As a fee-based advisor, I have a fiduciary duty to my clients, to act in their best interest. It is important to minimize potential conflicts of interest. By charging a flat annual fee, the only way to grow revenue is to grow clients' assets. This arrangement puts client and advisor on the same side of the table.

My practice is debt free, with low overheads as I operate a home office. The balance sheet is very healthy with assets far exceeding liabilities. Business is growing consistently each year, with excellent cashflow and liquidity.

Because of my technical background, I am able to adapt and harness the latest technologies to strengthen every aspect of my practice, and bring more value to my clients.