Ross has almost two decades of experience in the investment and financial markets, helping his high net worth clients protect and grow their wealth.
Ross’ clients vary from surgeons and farmers to business owners and self-managed super fund (SMSF) retirees, each with different investment objectives and requirements. Ross provides specific personalised advice to each client and insights regarding investment market cycles over the past century.
This deep analysis helps his clients make informed decisions on adjusting equity exposure and increasing defensive assets, notably during the global financial crisis and the COVID decline.