Sarah Hugill

Sarah has financial services experience spanning over 12 years. She has a depth of knowledge of the financial advice process having progressively performed various roles including Client Services, Paraplanner, and for over three years; Financial Adviser. Sarah’s focus is on fostering genuine ongoing relationships with clients based on a holistic understanding of their personal situation and consistent monitoring to mark progress towards their goals.

Sarah has worked with a broad range of firms, each with their own unique approach to advice. As a result, she has experience providing advice on fundamental strategies, in addition to more specialised advice areas such as Self-Managed Superannuation Funds (SMSFs), listed securities and Aged Care.

Sarah completed a Bachelor of Laws to compliment her financial planning knowledge and build on her understanding of the intersection between financial advice and the broader legal framework with the aim of providing enhanced client outcomes.