As managing director and one of the founding partners of Infinity Financial Solutions I have been part of a team who have overseen the evolution of the company to its current position as one of Asia’s most respected multi-jurisdictional independent financial service providers with offices across the South East Asia region and China.
I co-founded Infinity in 2004 because I felt that the expat community in Asia was being ill served by the financial services industry. My aim was to offer a client-focused approach to financial planning, delivering quality independent advice, first-class service and effective wealth-management solutions. I’m proud to say that even though the company has experienced phenomenal growth and now serves thousands of individual clients and companies across the region, with in excess of $300 million in assets under management, those basic principles remain unchanged.
I am responsible for the overall operations of the business overseeing a growing team of advisors committed to providing holistic financial planning to individuals and families as well as working in the corporate arena providing group pensions and insurance. I have forged strong partnerships with all of Asia’s major insurance providers as well as world-class external discretionary fund manager, the award-winning, UK-based Tilney Group
I take a very hands-on approach, fostering a positive working environment and encouraging training, development and employee relations. I am also still active as a financial planning consultant for a very select and limited number of clients.
I hold the fundamental belief that good financial planning makes people’s lives better. People working abroad really do have an enviable opportunity to make a huge success of their lives but it is essential to make the right financial decisions and that’s where our professional advice can make a huge difference.
Originally from South Africa, I lived in London for many years before moving to Asia to start my career helping expats to plan and execute their financial goals.
I am a member of the Chartered Insurance Institute, specialising in financial planning and corporate benefits, as well as holding regional qualifications.