Alan is a Chartered Accountant and began his career in the corporate world. He has 15 years of CFO-level experience with International public companies. Using this experience, he moved into the Financial Services industry in 2001. Since then he has been helping individuals and families manage their financial affairs including customized investment management, tax, insurance and estate planning.
Alan’s expertise and skill-set are strongly suited to adding value to small business owners including incorporated professionals. He assists his clients in optimizing the earnings from their businesses and integrating this with their personal finances. His client-centric approach ensures that he understands the different needs of each client and provides solutions to help them maximize their net worth, create wealth and achieve their financial and lifestyle goals.
