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Hi there 👋

I’m Amyr Rocha Lima, CFP®. 

I’m a chartered financial planner, content creator and public speaker. I enjoy exploring the principles, strategies and tools that help us pursue a successful investment experience.

My work is focused on helping successful professionals age 50+ reduce taxes, invest smarter and retire on their terms.

Amyr has been excellent in cutting through all the noise and simplifying our decision making for our future retirement plans.

ALEX BUTT, HEAD OF RISK MANAGEMENT
My investment philosophy isn’t centred on trying to “beat the markets”. I believe that financial decisions are as much about behaviour and emotions as they are analytical.

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