Bio

Get to know me

Hi There! I am Russell, a Certified Financial Planner® professional and proudly self-admitted "addict of learning" from all realms of knowledge and wisdom. Whether it be studying further, podcasts, videos, mentors and networking, I strive to expand my mindset. My sole purpose in life is to be the "Phil Jackson" to every client I advise, teach, mentor and coach. My goal is to help clients get their financial house in order. I also aim to empower them with finance and business knowledge to handle their day-to-day financial decisions. My ultimate objective is to assist clients in achieving financial freedom in their lives.

Services

How I help my clients

  • Insurance
  • Retirement
  • Investments
    • Financial Planning
    • Business Insurance
    • Short Term Insurance
    • Fiduciary Services
    • Medical Cover (Referal)
    • GAP Cover (Referal)

Qualifications

Qualifications

  • Certified Financial Planner (CFP)
  • Postgraduate Diploma in Financial Planning

Interests

Things I like to do

  • Gym
  • Bouldering
  • Listening to podcasts about Self-Growth
    • Bodybuilding
    • Reading books

CAMPAIGNS

Discover how we can support you

Achieve financial independence and sustainable wealth with our financial coaching approach

Our team consists of a number of financial planners who specialise in different financial disciplines, which allows us to provide our clients with a greater depth of knowledge, servicing all financial needs and requirements from a single location. This customised approach takes into consideration the complexity and uniqueness of each client's position and goals, so you can rest assured that your specific financial needs will be catered for.

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