I work with and represent families and their current and future business interests in Western Australia;
Whether they are in Perth, the Margaret River region & the greater South-West portion of the state.
Clients may need a General Manager, Financial Controller, Corporate Advisor, Lobbyist or Salesman or a team, in order to get the job done.
You may ask me to;
sourcing deals and investment opportunities, manage and analyse your investments, develop financial or business strategy, raise capital or restructure parts of the company or operations, review and analyse business revenues and costs, help establish a new venture and incorporate an entity, negotiate debt or contracts with third parties;
provide advice on family succession and inheritance planning, create or improve your business systems;
assist acquiring real estate or businesses or provide board, directorship and governance services.
With 25 years of global financial markets, investment advisory, asset management and business experience with firms such as Prudential-Bache, Citigroup and Salomon Smith Barney in Singapore and Melbourne, I now make my home in Dunsborough, Western Australia, located within the Margaret River wine region.
A monthly retainer secures my talent, though I prefer to combine it with incentives based on results and success.