Mike first commenced in the advice industry as a self employed agent for National Mutual on the 1st of January 1983. The founding clients were family and friends, many of whom remain to this day but later the business achieved critical mass by acquiring the practices of those advisors who were retiring. This strategy permitted a business model that is quite unique because instead of constantly being in pursuit of new clients, the entire focus of Mike's practice is one of staying in touch with existing clients and providing the service and advice required as each life stage milestone is attained. This long term loyalty means Mike's clients readily acknowledge they feel very financially confident - because they have someone they are familiar with, someone who understands their circumstances and that they can trust. In addition there is a confidante to whom they can refer friends and family members. This passion for helping people get to where they truly are living the life they want is now stronger than ever because besides having the personal experience of a 30 year career to draw upon, Mike also has the energetic enthusiasm of the next generation of advisers and support team that he surrounds himself with, in a practice that he independently owns 100% of. It has never been Mike's intention to build a planning practice with biggest number of clients or clients with the biggest amounts to invest. Instead it has always been enough to be known as a top 10%, independently owned advice practice where the clients are the happiest, knowing they truly have something that money can't always buy, which is how to be organised for living the life they've always wanted.
Not institutionally aligned
DFP - Diploma of Financial Planning