I believe in helping people create intergenerational wealth. I work with mum and dad investors and potential investors to strategically grow their portfolios, through expert advice and personalised financial solutions, ensuring long-term prosperity. I call this life-affirming financial advice.

We used Roy recently to refinance our mortgage. He was very easy to work with and made the whole process easy, and fast, especially seeing it was the week before Xmas. I would recommend him.

Roy listened to our goals and helped us work towards these. He listened to our story and provided judgment-free support in sorting our finances and mortgage. 100% recommend his service!

Roy is amazing to work with. He makes the process simple and understandable. Roy will look into every avenue to ensure you are getting the best product to suit you and your needs.