Having worked together for a number of years at a previous employer, Kate is happy to join the team. She offers dedicated, full-time support in the office and acts as a point of contact for clients.
Bill’s advice can help his clients to achieve their financial and life goals. Having worked as a relationship manager in the Technology sector for 18 years he understands how critical it is to understand his clients needs over a long term. By developing long term relationships threaded by trust, passion and integrity, he helps his clients achieve their financial goals.
Using these guiding principles he helps his clients make the right decisions, for the right reasons, at the right time. This ensures that his clients, through good decision making, have every option available to them with the aim of achieving financial freedom.
Bill’s comments “I love everything about what I do. The idea that I can have a material impact on my client’s lives - to help them get to where they want to go faster, to achieve their, and their family’s goals quicker, is a real honour. And with the expertise in the Practice, clients can rest assured we have every angle covered. And through personal recommendations, our clients can also help us do more for others!”