Client-centred and results-driven financial advice delivered with trust & transparency
Find out more about who we are, what we do, and our commitment to exceptional practice.
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The values we live by and the things that make us different. These are the core tenets that underpin everything we do as a practice.
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Get to know The Michele Carby Practice team, from our investment desk to our marketing and admin team.
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At The Michele Carby Practice, we believe in building futures. We aim to give back to our community through our Young Minds in Finance scheme
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Over a decade ago, we founded the practice with a vision to bring clarity, confidence, and strategic insight to the world of finance. What began as a small team with big ambitions has evolved into a trusted name in financial services.
Why We Started
We saw a gap in the market for financial guidance that was both highly personalized and grounded in transparency. Our mission was — and still is — to empower individuals, families, and businesses through tailored financial strategies and sound decision-making support.
Expansion
Every year, we’ve grown — not just in size, but in strength. We’ve consistently expanded our team of skilled analysts, advisors, and dedicated support staff to meet the rising demands of our clients. Our focus remains on delivering cutting-edge service and real-time updates that reflect the fast-paced nature of today’s financial landscape.
Our Promise
We are committed to serving our clients with trust and transparency. Our approach is always client-centered and results-driven, with a firm belief in financial empowerment through education and collaboration. Whether in bull or bear markets, we strive to equip our clients with the strategies and insight they need to thrive.
Assets Under Management (AUM)
Today, we proudly manage over $150 million in assets — a testament to the trust our clients place in us and the results we continue to deliver.
Our aim is to provide clear, personalised guidance to help you understand your current financial position and take practical steps toward improving your savings, investments, and long-term wealth strategy as an expatriate.
In our 30-minute consultation, we’ll explore key areas designed to strengthen your financial outlook, including:
Addressing any immediate financial concerns or short-term cash flow issues
Reviewing your existing investment portfolio and insurance coverage
Identifying ways to enhance investment performance and returns
Gaining access to independent, professional recommendations tailored to your specific goals
