Richard is the Principal and Financial Adviser for his own business Agile Wealth which is a values based firm. Our values are Empowerment, Agility, Fairness & Trust and Wellbeing. Agile Wealth is licensed by a non-aligned licensee empowering the delivery of non-conflicted advice. Agile Wealth elects not to receive commissions for new insurance products and provides advice on a fee for service model. Our aim is to empower our clients to be Agile – the ability to consciously shift your thinking when and how the situation requires it.
Masters in Financial Planning