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Roland Irwin

“We had been connected for a while, and it took a little time for me to get over the line, but I was certainly glad I did. The deep dive sessions and master plan are very comprehensive, customised and well researched.”

Mike Sikar

Founder & Principal Advisor

I’ve been a leader and innovator of the financial services industry for almost two decades, as a stockbroker from 1997 – 2007 and as a financial advisor from 2008.

Managing money comes down to basic psychology-understand how it works, know what you want it for and consistently apply the key principles to get the most out of it.

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QUOTE OF THE MONTH

“The best way to measure your investing success is not by whether you’re beating the market but by whether you’ve put in place a financial plan and a behavioral discipline that are likely to get you where you want to go.”

~Benjamin Graham

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