Savvy Ladies Volunteers
Volunteer’s Bio
Belinda approaches wealth management the same way she undertakes any other discipline in her life. With laser focus, cool reserve, steely resolve and unwavering adherence to the principals and fundamentals that foster success and lead – ultimately – to mastery of the craft. The ‘craft’ in this case being comprehensive financial and investment planning. The finer points of which include designing customized portfolios, plan implementation, portfolio rebalancing, customizing asset reports and operations management. Skills acquired and finely honed over 20 years of advising, counselling and creating financial resilience for high net worth individuals, family trusts, foundations, corporate executives and business owners.
Areas of Expertise (as specified by volunteer)