I used to think of myself as a consultant. I still do – to a degree. I’ve always tried to approach the work with a critical, data-driven, no-holds-barred mindset, that’s constantly challenging the status quo. I cut my teeth in the industry pontificating on what the future of financial planning, platforms and investment management could look like. I offer zero apologies for that.
Then I got bored of that game. I was no longer content with just crunching data and navel-gazing about the future. I wanted to help create that future. I was particularly frustrated by the dire lack of