Mission and goals

My mission is to change the world!

I believe that each and every one of us has a part to play in making the world a better place and a healthier home to pass on to our children and grandchildren.

I know that many others feel the same as me but that all too often we’re led to think like we’re powerless. We ask ourselves what difference as individuals we can make with our ‘little pension funds’ when faced with such overwhelming challenges?

My mission is to show you just how impactful decisions on how you manage and invest your money can be.



Happy planet goals

Peace of mind for my clients who can sleep at night knowing that they are taking care of the planet and their fellow humans as well as their own financial future.

Financially confident clients who have a clear vision for their own future and a financial plan that will help to achieve the comfortable and fulfilling lifestyle they want to live.

Education so that more people understand that small differences in how you invest your wealth and how you live your life can bring about big changes.

My approach to investing

I know that however you choose to use your money, you want to be sure it’s the best possible fit for you.

So, I’ve put together the answers to a few questions I’m often asked about our approach to investing, which I call “investing with intention”.

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