22/10/2026
Two advisers, one VJC approach.
Adrian brings dual expertise as a Fellow Chartered Accountant and Certified Financial Planner, allowing accounting knowledge and wealth strategy to inform the advice he provides.
Rae has worked alongside Adrian for 11 years and holds a Master of Financial Planning, with deep experience in how the VJC method is applied.
Whichever adviser you work with, the same standard and approach carries through.
A deliberately small firm, and that’s exactly the point.
You work directly with your adviser, with someone who understands your broader financial life and where you want to go next.
Get a free Vision Call via the link in bio.