I was born in the UK and grown in NZ. I have spent my working life in sales and service, and managed a vast range of client expectations. I entered the financial services industry in 2007, initially as a mobile mortgage manager helping my clients to achieve their dream of home ownership. It is there that I found my true calling and made a very personal commitment to help them to achieve their life goals and stay protected on life's journey.
Life has been good to me - I have travelled, lived overseas, owned and operated several small businesses, built and owned numerous homes and investment properties, and grown a happy and healthy family. Life presents us all with many challenges but I consider myself to be incredibly lucky. I am loyal, value integrity in both words and actions, and champion honesty. I believe all of this begins with me and you and how we plan for your future.
Here is a quote from Eleanor Roosevelt which sums up my philosophy on life:
"The future belongs to those who believe in the beauty of their dreams."
and another from Malcom X;
"The future belongs to those who prepare for it today."
I love talking with my clients about their dreams and how to achieve them. I know this is possible - I have seen it many times and I have played my part, arranging a home loan and protecting what is important to them along the way.
I love to deal with people who have the courage to think for themselves yet are prepared to listen to advice.
My Three Golden Rules
- Take care of yourself so you can take care of others (your attitude rules).
- Do what you say you will do when you say you will do it.
- Your past is not your future, focus on today and tomorrow.
Neither Lifetime nor I have been subject to a reliability event. A reliability event is something that might influence you in deciding whether to seek advice from either myself or Lifetime. As an example, this would be a serious event such as legal proceedings against me, or bankruptcy in the last four years.