I’m a Chartered Accountant and private investor who’s spent over two decades as an investor and working with dentists who earn well, but want more than just income.
I’m not a financial adviser. I don’t sell products.
What I do is help practice owners think more strategically about their money, so they can create real options, not just outcomes.
My work is grounded, practical, and built on experience. If you’re ready for a clearer path, this is where it starts.
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