Get to know Craig
I’ve worked in financial services for over 12 years. I’m a holistic financial planner who’s driven by seeing you reach your goals as a result of tailored strategic financial planning.
I take the time to analyse your current position, understand the future you’d like for you and your family, and then provide a roadmap for you to achieve your goals.
You may have heard the term, “failing to plan is planning to fail”. This could not be more true when it comes to financial planning. Over time, your circumstances, wants, and needs will change, and I can establish a structured and robust financial plan that can adapt around you and your family.
Most of our lives are spent working hard to generate wealth. I’ll provide you with the tools to get your wealth working hard for you.
It’s true that finances can be complicated and overwhelming. I like to spend time with my clients to simplify their finances and make them less daunting. I like to educate and enable my clients with the knowledge to understand their finances and the integral part they play in their financial plan going forward.
Outside of work
Outside of work, I enjoy spending time with my young family and socialising with friends. I also enjoy holidays and seeing new places.