Focus Driven
financial planning
There are some questions that Google can't answer. But more importantly - there are some things that Google can't ask you! With the increasing automation around us, we need to choose to have people in our lives who build relationships of trust and can help us ask the right questions about our futures.
As a financial advisor - this is what I'm good at. It's not about what financial products you choose, or what investment vehicles you select; it's about why you make those choices, and knowing exactly what choices may serve you and your family best.
Let's ask those questions together.
Our Process
explore | create | choose
EXPLORING YOU
Most financial plans begin and end with the products. Your plan needs to begin and end... with you.
CREATE CHOICES
Having asked the right questions about your life, we will research and create the financial choices that you can choose to best suit you.
CHOOSE
With a clear understanding of who you are, and what you want, you can make powerful and informed choices.
REVIEW AND ENHANCE
Your life will keep changing, and you should be able to change your choices too. We can review your plan and enhance it when needed by exploring, creating and choosing.
Our Latest Blogs
adding context to your choices
Authenticity or attachment
Why do we say yes when we mean no? Why do we say no when deep down we wish we could say yes? These are questions that dig beneath the surface of our everyday choices, revealing the deeper, often hidden stories we tell ourselves. In his insightful discussions, Dr. Gabor Maté highlights a core conflict many of us experience: we prioritise attachment over authenticity. Whether it’s in our relationships, careers, or even financial decisions, we often […]
Healthier benchmarks
WHERE DO YOU ‘THINK’ YOU SHOULD BE? Reflecting on our progress is something we all do, but often without knowing it. Whether we’re aware of it or not, several times a day, we measure ourselves against something or someone—be it our past self, others, or some societal ideal. Whether it’s consciously deciding to check in on our progress, or doing so unconsciously, benchmarks are always being set. These benchmarks could be internal or external, and they […]
Financial Advice that is tailored
to you and your choices.