Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas. — Paul Samuelson
After graduating from university, my first employer was Rabobank Netherlands. It was a privilege working for a bank with such a solid history of cooperative banking focused on adding value to the clients and their communities.
I furthered my financial education after leaving Rabobank via courses from Bert van Arkel (Netherlands), Kevin Green (UK), Robert Shemin (USA), T. Harv Eker (USA) and Bill Bartman Institute (USA).
Over the years I have helped quite a number of individuals and entrepreneurs to plan their finances and evaluate investment and funding opportunities – always taking their personal financial ambitions as a starting point.
The first step is evaluating their income and expenditure and getting a clear idea of their savings and risk tolerance profile.
Structuring someone’s finances often reveals much about one’s values and creates clarity about personal priorities. Often my advice is a mixture of personal coaching and financial structuring.
I prefer to work on a referral only basis rather than directly manage client’s investments. The most popular introductions are in the area of real estate and other core assets.
My base principles are caution and minimising risk, following the quote of Paul Samuelson.
For creative project funding with high net worth individuals / substantial companies, I partnered with friend and financial expert Andrew Bryant of Controlled Investment.