Martin has over twenty years’ experience in the Financial Services industry, having been a Financial Planner for the last ten. Martin joined the team in 2014, bringing a wealth of experience to the mix. He relishes the fact that the client experience is central to everything that happens at Blue Sky.
Since joining the business, Martin has seen many clients engage with our process and consequently have a more fulfilling connection with their financial position, developing a much clearer idea of how their financial future will pan out. He particularly enjoys seeing clients that experience a dramatic change in their lifestyle as a result of Comprehensive Financial Planning – because it gives them choice and understanding. It is fair to say that Martin works hard to understand his clients’ long-term goals and any future risks, using this information to create individually tailored financial plans.
Martin is a family man with three young children. When not at work he loves nothing better than taking the boys to a water park – preferably somewhere hot and sunny!
I feel confident for the first time.
I approached Blue Sky a year ago on the strong recommendation of a work colleague. I had been disappointed with previous advisors who approached my investments in a piecemeal fashion. This meant that I didn’t have a consolidated picture of my financial position and I did not feel in control of my finances and the direction that they were heading.
I was impressed with Blue Sky’s approach from the outset. The team are, of course, extremely knowledgeable and professional. In addition, Blue Sky’s friendly approach makes you comfortable and confident that they have your best interests at the forefront.
In fact, Blue Sky base their planning on the milestones, goals and aspirations of the investor. Within a short space of time the team had built a model of my current cash flow and investments, and presented my consolidated position along with options based on likely outcomes, needs and future decisions.
For the first time, I feel confident that my investments are being actively managed. I am clear on my financial goals and expectations and I can clearly see my consolidated financial position. I would not hesitate in recommending Blue Sky.