I recently engaged Damien after a very poor experience with a financial advisor who left me very skeptical about the value and integrity of a financial advisor. Within the first meeting Damien had put me at ease through demonstrating a pragmatic, transparent and evidence based methodology based on other clients experiences...not based on maximizing his commissions. Damien's approach is truly client centric. He puts you at ease and gently guides the conversations to ensure that he fully understands your current situation, what your financial goals are and your risk appetite. His advice not only reflected his understanding of my situation and preferences, but he was able to justify the recommendations based on other clients with similar requirements and the outcomes they received. Furthermore Damien's knowledge of the financial services and products industry is exemplary, allowing him to not only choose the appropriate services for my needs, but also to explain why it is the best option in simple lay terms. This provided me with confidence his advice was impartial and appropriate for my situation. I have just signed up with Damien to execute on a large set of recommendations to transform my financial and investment portfolio, and have signed up for an ongoing service to manage my portfolio. Not only is he great at his job, he's a guy that you'd like to have a beer with. Looking forward to working with Damien.
