Johnathan Drake CFP®

Wealth Manager

Invest where you’re
treated best

Let Me Introduce Myself

I know you’re not here to learn more about me. You want to know how I can help make your life easier and that’s okay. That’s what I do.

Why my clients choose me:

  • I’m authentic.
  • I don’t use confusing financial lingo in order to appear smarter than them.
  • Professional and punctual. Organised.
  • We do the admin, they just sign.
  • I add value not just to their investments but advise on all aspects of their insurance and risk portfolio.
  • They deal with me directly.

Together, we can help you get more value out of your current portfolio.

I like meeting over coffee and doughnuts so please give me a reason to buy some and book an appointment:

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Authorised Financial Services Provider – FSP:42606