“Change is the law of life and those who only look to the past or the present are certain to miss the future”. (JFK)
I am an avid Hibernian and Liverpool supporter and I enjoy watching most sports, especially football matches, although with the 8-hour, UK time difference, sitting up until 3 or 4 am for midweek matches, gets tougher as I get older. I’m also quite partial to a glass of wine or a gin and tonic.
Finance has always been a huge part of my family’s life, my father was an IFA in the 70’s and 80’s, forty years ago he started and currently runs, his own, very successful, mortgage advisory business. My sister is a Director with Moody’s, the ratings agency and my brother was a chartered accountant with his own company.
With finance being such a large part of my life. it really was only a matter of time before I found my niche and in 2012, I made the move from Edinburgh to South East Asia to start my journey. I originally started in Jakarta, Indonesia, as a paraplanner, whilst I studied for my financial exams and in 2013, I moved to Kuala Lumpur and qualified as a financial and investment adviser. Over the years I have added various professional financial qualifications to my resume and I have now worked throughout South East Asia for over 10 years.
I am proud to say that I recently joined Melbourne Capital Group, the fastest growing financial services provider in South East Asia and a company, that I believe, are simplifying the financial process, whilst opening new investment doors and providing modern, safer, investment opportunities for clients. Melbourne Capital Group’s client focused approach, aligned with internal processes such as “Cash flow modelling” are, I believe, the way forward and the future of client focused, holistic, financial planning and I look forward to continuing and expanding my personal and professional journey with Melbourne Capital Group, in the years to come.
Financial planning, to me, is a very simple process. It is about working together to provide a detailed plan to assist clients so they can achieve their personal goals and objectives, as well as helping them to protect themselves from life’s given and unforeseen circumstances and events.
My specialties include: Expatriate pension and retirement planning, wealth management, budgeting, wealth creation and protection. Health, life and personal insurance, as well as international mortgaging and financing.
I look forward to working with you all in the future.