He is the founding director of SimplyWills, an organisation specialising in Will writing, probate assistance and Trust creation.
He started his career as a bank manager in 1984 with one of the local banks and moved on to become an insurance consultant in 1988. It was then that he developed his foundation in financial and estate planning. He moved on to focus in training, coaching and mentoring financial advisers in 1995.
As a trainer, his proudest moment was when he helped some of his trainees achieved the prestigious Million Dollar Round Table (MDRT) award which only recognise the top 6% of insurance professionals in the world.
He started to practise Will writing in 2001 after realising the importance of having a valid Will and the possible complications of not having one. He founded his own Will writing company in 2006 and has a team of more than 350 trained Will Planners helping to reach out to members of public. For the record, his team has written more than 10,000 Wills and helped more than 500 families in applying the grant of probate/letters of administration.
As an trainer, he has presented hundreds of Will & Trust talks helping to create the awareness that writing a Will and creating a Trust is an important part of the planning process.
He has since written more than ten thousands of Wills following the strict requirements of the Wills Act.
His tag-line: “Failing to plan is planning to fail”.
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