Money. Most of us have a love/hate relationship with it. We love it for the opportunities it brings and the things it can do for our lives. But it’s easy to hate it too, as navigating it can often feel like a giant pain in the you-know-what. Especially when you have a to-do list that only seems to get longer every day.
I’m a Financial Planner that helps women and young families make smart money moves with ease, free from overwhelm and jargon (because the only place jargon belongs is in textbooks).
I provide personal financial advice on:
💰 Money Management
💰 Personal Insurance
💰 Estate Planning
I’m a big believer in creating a financial plan that fits you like your favourite pair of jeans (you know, the ones that actually fit, not the ones that are hanging in our closet in the hope that one day, just maybe, they’ll fit again).
Financial Planning is all about understanding your life and what’s important to you and then constructing a strategy for your money that gets you from where you are to where you want to be. It’s about establishing strong financial foundations and then building upon them to grow your wealth.
Most importantly, it’s about finding the right financial balance between life now and life later, building wealth without sacrifice or deprivation.
One of the things that breaks my heart most in this world is the financial disparity between men and women. The fact that women are retiring with significantly less superannuation than men honestly keeps me awake at night. Yet, they're less likely to seek out financial advice… Why?
Traditional advice doesn’t feel welcoming for women. In the past, they’ve felt patronised, intimidated and dismissed. And most of all, it’s inaccessible - trying to get into an office between the hours of 9-5 while juggling work, the kids and life in general just feels impossible.
That’s why I take the following approach to financial planning:
➡️ A jargon-free zone where financial concepts and strategies are explained in plain, human language. There is no such things as a stupid question.
➡️ Zoom meetings so you can meet with me from the comfort of your own home (PJs welcome and encouraged)
➡️ A variety of appointments available (including after-hours)to suit your schedule.
➡️ Free first meetings that are obligation-free, so you can get a feel of whether I’m the right fit for you without the pressure
If you have a list full of the things that you want to see and do, and you’d like to create a plan for your money to get there - reach out, and let's see how I can help.
I can say in all honesty that Bec has changed my life. She took a debt-riddled, chronically ill, no-idea-how-to-money "adult" and turned me into a financially literate, homeowning, debt-free (except the mortgage), share-holding, actual grown up. She is extremely knowledgeable but never makes you feel like an idiot, she is relatable, honest, and trustworthy, hugely generous, and she is just a downright lovely human being to work with.
She is absolutely not what you expect from a financial planner and that is her major strength. I thought you could only get financial advice from stuffy old men who you had nothing in common with - but Bec builds such beautiful rapport because she gets you and she gets your life stage. I'm sure she would be helpful for those of any age, but her cash flow programs and wonderful insight will help any millennial stop being scared of their money and their future. Her empathy and rapport set her apart and I know I'm not her only fan - all the people I have sent to Bec have raved about her ability to break down complicated financial concepts into easy-to-digest information, empowering them to take control of their future.
Thank you for everything you do, Bec - and thank you for helping me become the person I am today. I couldn't have done it without you.
- Adviser status Bronze
- Number of reviews 1
- First year providing advice 2014
- Years of experience 9
- Advanced Diploma of Financial Planning
What If AdviceLevel 3, 54 Jephson St
Toowong, QLD 4066
- 10:00am – 5:00pm Monday, Friday
- 10:00am – 7:00pm Tuesday – Thursday
- In person
- Video call
Beryllium Advisers Pty Ltd