Our Adviser Profile this week is Philippa Hunt, the principal of Seachange Strategic Investments in Birtinya in Queensland. With an average client rating of 4.8 out of 5 Stars, Philippa says the best thing about being a financial adviser is being a force for good in her clients lives.
- Best thing about being a financial adviser?
Being a force for good in a client’s life.
Being there for them in all their ups and downs, joy and sadness and making a difference in their life. Shoulder to cry on when life is just so tough at times.
Working with them as they change their life for the better and being grateful for the privilege.
Coming away from an appointment when the client is so grateful for your good work feeling a real sense of personal achievement.
Learning and growing in the industry with great colleagues who support us.
Community of advisers.
- One thing you would like to see improved or changed in the industry?
Galvanise the advisers into a real community to support each other in the good work that we do and have that recognised. Good use of social media to spread that message. #greatadvisers #makeadifference
Photos of happy clients and advisers with emojis.
- The areas on their finances or economy that worry your clients the most?
Retirement and how to prepare. Getting the right insurances in place to protect clients with safety nets and proper estate planning. How to be safe and secure.
- What's the strangest question a client has ever asked you?
Asked me to marry him. And that was at the Fact Find meeting! So I focused on the advice….. We are good friends now and he is well organised. And no, he hasn’t changed his mind.
- If you could get three things into consumers' heads about what advisers do or don't do what would they be?
a) Safety and security of their own financial independence and how to get there.
b) Protect them from harm through proper insurances and set up their estate planning properly. Yeah we get to talk about bucket lists and what they want to do before they kick it and how old they want to grow disgracefully. All done with humour.
c) Educate them as you go so they understand what you do and how it will help them get ahead. Help them to understand that they are in control I facilitate the process. Good mates, lifelong friend and pal.
- How do you describe your job at BBQs?
My mission - Educate and work with clients and their families to reach the safety and security of their own financial independence.
- What keeps clients enjoying life and how do they see the retirement of their dreams?
I get the family and travel photos on Facebook… phone calls Thanks to you we are living the dream…!!!
- Will you be retiring any time soon?
I can’t. My clients would kill me.