Fee-Based Financial Advice and Guidance
No product pushing. No fast-talking sales. Just thoughtful advice, built around your goals and circumstances.
Not everyone needs - or wants - traditional financial advice in the old-fashioned sense.
Some clients prefer to manage their own investments but value having a sounding board. Someone to ask questions, talk things through, and clarify options. For these clients, I offer an ongoing retainer-based guidance service. Even the world’s top athletes use a coach - think of me as a personal trainer for your finances.
For others, a more structured advisory approach makes sense.
We might start with a detailed financial plan - retirement, education fees, major purchases - and then move on to platform selection, portfolio construction, and tailored investment recommendations.
Ongoing support and oversight are included. This is full-service advice, designed around your circumstances and objectives.
There’s no one-size-fits-all solution. I work with international professionals, expatriates, and private clients who value clarity, discipline, and independent thinking - whether that’s through formal advice, flexible guidance, or something in between.
Work With a Financial Advisor Who Puts Transparency First
What Next?
It starts with an introductory call — no obligations, no jargon, just straight answers to your questions.
If we’re a good fit, we’ll explore how I can help. If not, I’ll do my best to point you in the right direction.
I don’t ask for a commitment until I’ve earned your trust.
Let’s have that conversation.