Stepping into the financial planning arena in 2008 amid the chaos of the global financial crisis, Rory navigated his clients through market turmoil, grounded in sound financial planning principles.
Rory’s passion for sports, as a participant and enthusiast, informs his financial planning with the teamwork, strategy, and dedication found in athletic endeavours. Rory brings a 360 degree perspective to intergenerational wealth planning, using trusts, pensions, investments, and insurance to craft bespoke solutions tailored to your financial planning goals. As a tech-savvy adviser, he seamlessly integrates cutting-edge technology to simplify and enhance the client experience at every turn.