Ian is a focused, driven and determined Financial Expert who offers a range of financial services to professionals, business owners, corporate companies and individuals. These services include that of Risk planning, Investment Planning and Savings, Healthcare Planning, Life and Disability Assurance, and Pre-retirement Planning, amongst other specialties.
Ian prides himself on being a highly professional and ethical Financial Planner, who values excellence in every area of his life. In addition to being both professionally and personally goal-orientated, Ian sets high standards for himself and for those around him, as he gives and expects only the best. As a persistent and disciplined individual, Ian always works with a sense of urgency and with the goal of over-delivering on all his promises. I see financial planning as a tool that should be accessible to everyone.
By making sense of all the jargon and financial complexities, I allow my clients to focus on that which they do best – producing their bottom Line. I see the broader picture in all my clients’ portfolios, and is driven towards the goal of establishing my clients’ financial security and prosperity. I believe financial planners should be knowledgeable and competent in their profession in order to assist the client, with honesty and integrity. In providing my clients with the advice and expertise they need, I ensure that they have peace of mind, thereby eliminating the stress of having to worry about their financial future. Ian prides himself on walking a journey with all his clients in the management of their portfolios, as they partner in the creation of a flourishing wealth I apply a needs-analysis process to determine the client’s financial goals and ensure that the goal is meaningful in the context of the individual’s situation. I then subject these goals to a reality check in other words considering the individual’s current and future resources available to achieving their goals. Ian has won several Momentum sales awards and has qualified for numerous Momentum conventions. He received the International Quality Award (LIMRA) in 2008, 2009, 2010, 2011, 2012 and 2013