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Martin Turbin Profile - NRG Member Directory


Company Description: My focus is the larger purpose of financial advice. I accomplish this by guiding my clients through a consultative, personalised process:

1) Provide Investment Coaching - a process of defining your ideal future, the key success factors for your personal happiness, and the role your financial assets will play in making that happen.

2) Provide an objective diagnostic of your financial and life picture relative to your desired ideal future.

3) Develop a realistic plan based upon our meetings to help put your ideal future within your grasp.

4) Implement for you with ongoing peronalised service, professional portfolio management including progress reporting, financial advice and investment coaching.

I consistently invest the time required to determine how to best add meaningful value for my clients. The result is my ability to deliver:

* Clarity around your ideal future and the skills to help you acheive it
* Peace of mind, simplicity and control over your financial life
* A keen understanding of your issues and empathy for your goals
*A valuable long-term relationship built upon trust and integrity.
I specialise in advising clients in the pre and post retirement stage including: entreprenuers, business owners, professionals and retirees. They all possess these key characteristics;
1) Prudent investors seeking capital preservation and solid conservative growth or income
2) Socially active, friendly, helpful, optimistic - open minded and coachable
3) Contemplating retirement, 'downshifting' or other major life transitions
4) Most importantly - they want to make the important decisions and then delegate the daily management to a very competent team of professionals.

Prudent investors close to or better than 55 years of age seeking to maximise their financial independence AND quality of life will benefit most from my specialisation.