About

The adviser I couldn’t find, so I became him.

I understand investors whose lives cross borders, because mine has for most of my adult life — Mexico, Canada, Malaysia, the UK and across Europe. Building a life in someone else’s country, banking in currencies that aren’t your own, planning a future that spans borders: none of it is theory to me.

My background is in science and engineering, with research and development at its core — a career that ran through the oil and gas industry and working as a specialist tax consultant before financial planning. That’s an analytical mind trained to model complex systems and follow the evidence, and it’s the same discipline I bring to building portfolios and putting your capital to work.

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Why I work this way

I came into this industry from the outside — and built against what I saw.

I moved into wealth management in 2025, from a career spent analysing how complex systems really work — not from a sales floor. Seen with fresh eyes, too much of the industry is built to serve the adviser: hidden commissions, products you can’t leave, advice you can’t independently check.

So I built the opposite: independent, every fee in writing, plans you own and can walk away with. I work with international investors worldwide, mostly by video across time zones — and in person for those close by. I’m relocating to Cape Town, which anchors the South African side of what I do.

What I hold myself to

Independent

No product quotas, no house funds, no institution behind me deciding what I recommend. The advice serves you or it doesn’t happen.

Transparent

Every fee, in writing, before you commit. If you’ve been burned by “free” advice before, you already know why this matters.

Honest about fit

If I’m not the right person for your situation, I’ll say so on the first call — and point you to someone who is.

Let’s see if we’re a fit — the call costs nothing.

Thirty minutes, straight into my calendar with automatic confirmation.

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