Stories from Our Community of Advisers

I’ve had the privilege of working with Eugene as a fellow peer in our previous agency, and now report to him at Acorn Wealth. As an advisor, I’ve seen firsthand how he connects with his clients on a level that goes far beyond products and presentations. During our joint appointments, he consistently prioritises their well-being, showing genuine care and empathy.

As a leader, Eugene brings a unique perspective on how holistic advisory meant to him. He doesn’t offer quick answers to advisors, but instead provides thoughtful guidance that encourages advisors to reflect and develop their own thought processes. His leadership empowers others to find direction and grow with a mindset of independence and clarity.