Xavier is a financial advisor with over two years of experience in the industry. He qualified for the Million Dollar Round Table (MDRT) in his first full year in the business and further enhanced his credibility through continued education. He is certified in the following: Chartered Financial Consultant (ChFC®) and Associate Estate Planning Practitioner (AEPP®). He has also received recognition from AIA FA Prestige Club Titanium, Personal Wealth Manager, and AIA High Net Worth Prestige Club.

A Career of Many Opportunities
Originally from the motor trade industry, I decided to make a mid-career switch and became a financial consultant in 2022. Transitioning into the finance industry has allowed me to engage in deeper conversations and build stronger, more meaningful relationships, rather than just being transactional. I’ve never looked back since.

A Desire to Change the Industry
Despite the social stigma that often accompanies being a consultant, my personal goal is to provide professional, unbiased advice that helps clients make better financial decisions. I aim to be someone our clients can rely on, whether their needs are financially related or not.

I assist professionals, business owners, and families with tailored financial advice. My focus is on retirement planning, legacy planning, tax-efficient investing, and helping business owners with succession planning. I work to develop all-encompassing strategies that support clients in achieving their financial goals while they enjoy the retirement lifestyle that they truly deserve.