Originally an Industrial chemist, Sandy joined the life industry by way of Liberty Life in 1977. She was then appointed as Senior Financial Consultant at the Bankorp Financial Advisors Group, where she won the “Man of the Year” award for excellence. In 1986 Sandy made the decision to form her own independent Financial Planning Firm and began building her extremely loyal client base.
To expand her Corporate experience she then joined First Bowring Brokers and remained for twelve years as one of the top-performing advisors in the country.
At the beginning of 2002 Sandy chose to return to independence and continued her highly successful, Hillcrest-based practice, specializing in all aspects of financial planning.
Sandy is passionate about developing accurate, individually appropriate analysis systems that allow clients to “see into the future” and plan accordingly.
We pride ourselves on providing an extremely professional service while retaining a comfortable ambiance which encourages our clients to relax and feel both calm and comfortable while planning their future prosperity.
Latest Article from the Blog
We have written regularly about investor behaviour, noting how emotions can be our worst enemy. Driven by fear and greed, many investors buy high and … [Read More...]