Jaime has a distinguished financial advice career extending over 35 years. He possesses significant expertise in providing tailored financial advice to ultra-high net worth individuals and families.
Jaime has established long-standing client relationships founded on trust and a steadfast dedication to helping them achieve their financial objectives. For many clients, he has provided continuous guidance for close to three decades, assisting them through various market conditions and now supporting them with intergenerational wealth transfer. Jaime’s primary areas of expertise encompass investment advice, retirement planning, and facilitating smooth wealth transitions for families and future generations. His approach begins with a thorough understanding of each client’s unique circumstances and financial aspirations, leading to the development of bespoke and holistic financial strategies.
Jaime employs strategic asset allocation, implements tailored investment advice, and provides ongoing portfolio monitoring and reporting, often collaborating with accountants and solicitors to ensure optimal outcomes for his clients. He is also a Master Practitioner Member of the Stockbrokers and Investment Advisers Association (SIAA) and a Fellow of the Financial Services Institute of Australia.
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