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Welcome!

This website is about highlighting the benefit of partnering with goals and evidence based financial advisers.

Having worked in an environment with advisers who start with client goals and then build portfolios around evidence based principles I believe they offer the best path for a person to achieve their financial goals.

The biggest things I’ve learned in that ten years are the importance of having goals before starting any investment journey, a plan to reach your goals and a reliable investment philosophy. Today my job revolves around reinforcing the importance of those key messages. It helps keep investors on track in good times and bad. It ensures speculation and untested investment products don’t creep into their portfolio when short term returns aren’t what they wish.

Most importantly, developing a strong relationship with an adviser means there is guidance available throughout the varying stages of life. The most obvious benefit of advice is the counsel available when markets are rough. Bad decisions can be averted. But what about when life is rough? Good financial decision making can be outsourced and clarity offered in the face of personal or professional strain.

That’s just part of the value of advice.

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Nothing I write about should be taken as advice. Everything within this website serves as general information only. Before making any financial or investment decisions, you should always consult a financial adviser who will take into account your personal investment objectives, financial situation and individual needs.

I am employed by a financial advice group, however the opinions here do not represent those of my employer and are mine alone.