With 32 years experience in the financial services industry, Carl entered the industry as a financial planner with AA Life in 1991. He started speciliasing as an Estate and Business Risk Analyst and has since played a key role in guiding his clients to grow protect and plan the succession of their legacies. Carl works closely with high-net-worth individuals in achieving their investment goals, giving them peace of mind so that they can 'do life' without being concerned about their investments. Carl provides his clients with holistic financial planning advice focusing on wealth protection and creation. Wills and trusts form an integral part of Carl’s advice process. Carl also works with employers, assisting them through the process of selecting employee benefits most suitable for their needs. His passion for clients and financial planning expertise has enabled him to grow a business anchored in trust honesty and integrity.