Her approach recognizes that no two clients are alike and she therefore takes the time to get to know them, their circumstances, their goals and aspirations. This philosophy enables her to create a relevant plan and craft the most appropriate portfolio for their individual needs. But it doesn't end there. Michelle maintains a relationship with each client to ensure the performance of their portfolios is assessed regularly, identifying refinements and changes to keep their objectives on course.

Clients describe Michelle as knowledgeable, proactive, and honest. She is transparent in her dealings with clients, careful to explain how her fees are earned in addition to the benefits and risks of any investment.