
Brendan is an Investment Specialist and Financial Advisory Director,
assisting affluent business owners, professionals and senior executives
in their Financial Planning, Investment, Tax Planning, Business Finance,
Business Continuity and Succession decisions.
He is a CERTIFIED FINANCIAL PLANNERTM, and holds a Diploma in Finance.
Brendan is a well-sought after trainer and speaker for Financial Education
seminars, he is also currently teaching other financial advisers/practitioners
Module 4: Investment Planning under the CFP® program. He spoke at
corporate as well in the public, as a MoneySense representative.
Connect with Brendan on:
"Make more Money Safely"
Many investors get carried away in euphoria or sucked into extreme
pessimism. This is the biggest mistake. Greed and Fear make bad bed-
fellows. You need to use a suitable process to succeed in investing.
Some do well with Forex, others do well in property. Whatever you do,
you'll need to match the four factors: Enough Time to Manage, Skill &
Knowledge, Robust Methodology and a strong Investing Psychology.
My methodology involves interpreting the Business Cycle, observe
fundamental & sentiment indicators, and using funds to gain access to
countries, sector or strategies that match my observations. So far, they
have served my clients well.
"Brendan was very quick to offer me help, suggestions and ideas to develop
my business in Singapore. I'm extremely pleased to be connected to him and
look forward to repaying the favour in due course."
- Philip Calvert, Consultant & Speaker
"Brendan is generous with his time and talent."
- Melinda Sorensson, Real Estate Investment Specialist





