An AG partner in IPP, Alan has stayed true to his personal philosophy of developing financial plans to help his clients manage and accrue the finances they need to make their goals a reality.
His journey in the financial planning industry began in 1985, when he joined a leading life insurer. Having served the firm for 15 years, he left to become a part of the IPP family in 2000. Alan’s long and illustrious career has seen him earning several achievements over the years including being part of the Agency Management Training Course (ATMC).
Alan spends his free time playing rugby, soccer and golf. A veteran in the national rugby scene, he coaches the rugby team at St Andrews School. He is also a committee member of the FAS Disciplinary Board.
Alan holds a diploma in Life Insurance and is an Associate Financial Planner.
ABOUT K1 ADVISORY GROUP
K1 Advisory Group specialises in providing family financial services, sound financial planning and advice to generations of the same families to help them create and manage their family financial plans. To achieve this, we adopt a God-fearing and mentorship culture and instil strong family values in our people.
As advocates of professional training, we aim to nurture our team members, developing their skills to make a positive difference in their careers. By investing in training for our new advisers, coupled with sharing and mentoring from managers and experienced team members, we turn our people into experts in the fundamentals to provide our clients with sound, professional financial advice.