Summary

REAL financial planning solutions for REAL people. It sounds so simple doesn’t it? However, in the ever-changing, sometimes confusing world of financial planning, too often it’s not simple or straight forward at all. With over 35 years experience in the finance industry including over 20 years in financial planning, Craig has helped hundreds of clients achieve their financial goals. His years of experience as a banker have given him a unique insight and understanding beyond the realm of the everyday Financial Planner. To Craig, financial planning is not just a about a simple return on investment; to him REAL financial planning is about helping people understand and take control of their personal situation; it’s about the sense of security that comes with knowledge and having a plan with real and achievable goals; and sharing their journey towards achieving the same. Craig is a CFP Professional® with the FPA and a Fellow with FINSIA. As well as various professional qualifications, in 2013 Craig was invited by MLC to attend the Executive in Leadership Program at Stanford University Graduate School of Business in CA, USA.