Originally from New Zealand, Julian has lived in Australia and the United Kingdom before relocating to Hong Kong in 2004, which he now calls home.
Julian has over 25 years of experience as a qualified Financial Planner and Wealth Manager.
His expertise in Holistic financial planning has helped many people plan and achieve all of their financial goals, from home ownership to school funding for their children to retirement and legacy planning.
High-level ‘Holistic’ advice is provided, which assists people in connecting their life and financial goals in a meaningful way by understanding what they want their money to serve.
Julian has been endorsed by many clients and colleagues in the industry due to his expertise and high level of personal service.
“I believe that everyone, regardless of financial situation, should seek financial assistance and invest responsibly in order to protect a world worth living in and build a future in which we all believe.”