His initial role at Liberty was to provide support to financial advisors after which he was promoted and became a financial advisor.
He soon realised that he would like to offer his clients more opportunities and moved to Core Wealth. He has 4 years of experience in the financial services industry where he helps professionals and business owners achieve their financial goals.
His passion is to educate and empower his clients to make informed financial decisions. He enjoys the journey with clients and likes to see them through prosperous and challenging times.
Rehan utilises financial products as a tool to help clients plan strategically for the present and the future. He believes the value financial products offer can only be enjoyed with proper financial advice and in-depth planning.