I commenced Capital Counts with a desire to run a business that was not only an extension of my family values but also my strong moral and ethical beliefs. A business with a client-first mentality, coupled with a genuine desire to not only improve my client’s personal and financial position, but to ensure that they are able to sleep well at night knowing that no matter what happens, someone has their back, & they are going to be OK.
My business centres on a core belief of protection, education and enhancing our client’s personal and financial well-being.
Protection: I not only lost my father to Motor Neurone Disease but also became temporarily paralysed myself in a rugby accident. Having lived through the financial & personal impacts protecting my client’s financial affairs is paramount to everything I do.
Education: Knowledge to me is not power but an ability to enhance and safeguard life choices through a considered & informative approach. I have seen how empowerment through education can dramatically alter futures.
Enhance: We create personalised road maps for our clients with each one carefully constructed to each individual’s unique situation, goals and dreams. We mitigate risk throughout the advice process in order to preserve capital and accelerate our client’s personal and financial positions.
On a personal front I am a family man with 4 wonderful children. We love mealtime conversations and banter, travelling and of course all the kids love football. I myself am a rugby tragic having played for the Australian Rugby Sevens and NSW 1st XV Representative team in the early 90’s. On a weekend you will often find me ferrying the kids around to sports or on the golf course at Killara Golf club.
If you are in need of assistance with your financial affairs and find it difficult to understand the complexities surrounding superannuation, investment and retirement, I’d love to hear from you.
You can contact us on advice@capitalcounts.com.au or 1300 882 166
Expertise
Recent reviews
At a glance
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Adviser status
Bronze
- Rating
- Number of reviews 1
- First year providing advice 1998
- Years of experience 27
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Capital Counts Pty Ltd
Unit 9, 230 Clovelly RdClovelly, NSW 2031
![Capital Counts Pty Ltd logo](https://resources.adviserratings.com.au/practices/capital-counts-pty-ltd-18001513.jpg)
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Amp Financial Planning Pty Ltd
AFSL 232706
![Amp Financial Planning Pty Ltd logo](https://resources.adviserratings.com.au/licensees/amp-financial-planning-pty-limited-232706.jpg)