1. Best thing about being a financial adviser?
Getting to meet and work with an amazing array of clients that not only give me a front row seat into their world but also share with me their insecurities, vulnerabilities, wants and desires for themselves and their families.
I am so fortunate that I get to make a positive impact on their life so they can feel secure in knowing what lies ahead and help them achieve their financial happiness.
2. One thing you would like to see improved or changed in the industry?
Definitely the perception of financial advice and the financial services industry.
There are so many good things about this industry and so many positive outcomes achieved for people that seek advice. They are just not broadcasted to the world!
My goal is to empower people about chasing “their financial happiness” not what financial happiness means to somebody else.
3. The areas on their finances or economy that worry your clients the most?
Clients seek our advice for so many reasons. The main constant I find is they want to feel like they are on the right path or what steps need to be taken to get on that path.
There is a lot of concern with the rising property prices on the east coast and the cost of living. Clients want to ensure their wealth will be enough to protect the lifestyle they have built.
4. What's the strangest question a client has ever asked you?
Wow this is a good one. I am not sure if it meets the strange criteria but I have been asked a few times now “where were you and your advice 25 years ago?”
5. If you could get three things into consumers' heads about what advisers do or don't do what would they be?
a) It's always the right time to seek financial advice.
The big constant in many of our meetings is when clients exclaim “why didn’t I do this years ago!” Or “Wow, I didn’t realise this is what you do”
b) Advisers should provide strategies and ‘what if’ scenario’s.
My goal is to empower clients to make their own decisions based on ‘what if’ scenario’s over different strategies. No client is alike and what financial happiness means to one person could be completely different to another. A financial plan should be unique and tailored to each person’s goals and objectives. There should never be a one size fits all approach to advice.
c) Advice is not a one off - it’s an ongoing journey.
Financial advice is not static and should evolve over time. Lifestyle needs change along with family situations and your adviser should work with you to ensure your goals and objectives remain on track.
6. How do you describe your job at BBQs?
I run a financial planning business where we specialise in bespoke strategies that can help people and businesses reach their financial happiness.
7. What should you look for in a financial planner?
Trust is the number 1 thing you should look for in aligning with a planner. You will share your hopes, wants, desires and concerns with this person… you will want to trust that they have you best interests at heart!
Secondly, you want to walk away from your first meeting feeling excited about the possibilities that may lie ahead. Seeking advice is an excellent opportunity to create a road map to achieve what financial happiness looks like to you!
8. What information is needed to seek advice
We encourage you to think about what financial happiness means to you! What are those goals, objectives or bucket list items that you wish to achieve?
From there, having all your financial information including cashflow, family history and potential concerns is vital to ensure that your financial plan is achievable and realistic.