Title: Director at Crosbie Wealth Management
Private Client Adviser | Director, Crosbie Wealth Management | financial planner | multi award-winning adviser | strategic and technical wealth management advice
Are your investment decisions guided by expert advice but ultimately made by you, in line with your comfort levels? Does your adviser fully explain your options and their implications, so you have peace of mind?
Joshua Drake is a successful and highly awarded wealth management adviser but he’s also very down to earth. He is Securitor New South Wales 2016 Adviser of the Year and one of the Beddoes Institute's elite group of Most Trusted Advisers.
That's no surprise to his clients. With a blend of country values and a good education Josh is renowned for his solid, honest advice and the fact he's not pushy.
However, you might be surprised to know Joshua believes we don't talk enough about human emotions when it comes to our money.
"There's a big difference between your risk capacity and your risk tolerance, which means how you feel about an investment. And that's important. Are you comfortable with it?"
Joshua sees his job as educating you enough to make a good decision, knowing you understand the full implications of that decision in the short and long term. Your peace of mind counts more than anything.
"Every decision you make is a trade off. In its simplest form, when it comes to money, the trade off is satisfaction now versus satisfaction later."
Joshua Drake is a Certified Financial Planner and has a Bachelor of Commerce, not to mention a 20 year record of successfully partnering with business owners and individuals to organise and optimise their wealth management strategies. He’s an Authorised Representative of Securitor Financial Group.
Email: firstname.lastname@example.org for financial planning, wealth management strategies and investment advice.