Rick brings over 25 years of retirement sector experience covering virtually every aspect of the industry – from client administration and team management to developing and overseeing retirement planning software. His expertise lies in understanding all the moving parts of retirement planning and creating solutions that lead to actual retirement success.
For 15 years before joining Crew Wealth, Rick led a global consulting group specialising in retirement planning software solutions designed to help clients understand their retirement prospects and make well-informed decisions today that lead to optimal outcomes tomorrow.
Recently, Rick transitioned into direct personal financial advice, channeling his passion for retirement solutions into working one-on-one with individual clients. He focuses on providing tailored, structured decision-making processes that empower clients to plan effectively for their future.
Rick is deeply committed to supporting advisers and clients with the clarity that sophisticated personal financial modelling provides. With his strong belief in actuarial modelling and deep understanding of the probabilities and pathways to achieving retirement goals, he’s uniquely positioned to deliver customised advice that’s both data-driven and personally meaningful.