Collaborative approach

I believe very strongly in a collaborative approach to money management. No single individual can have all the right answers, so I feel the best decisions are those made with my clients’ direct involvement.

As a Portfolio Manager, I am qualified to provide discretionary investment management to those of my clients who entrust me with the decision-making. However, even when I work on a discretionary basis, I feel it is best when the client has a voice in the decisions. One of my key responsibilities is to help my clients make these decisions on an informed basis, taking all of the implications into account, rather than making them based on emotion. It is this approach, and the shared responsibility, that has helped my clients “weather the storm” in challenging market conditions over many years.

I also benefit from the fraternal sharing of ideas and information that takes place among colleagues at Macquarie Private Wealth. We share our best insights in an environment that places our clients’ interests above personal competition.