Best thing about being a financial adviser?
Watching our members achieve their dreams is why I get out of bed in the morning! Helping them realise that smart financial planning can enable them to live the life they want by achieving financial independence. Financial independence gives them the freedom to explore new possibilities; thefreedom to focus their energy on the people and activities most important in their lives; and the freedom to create their own future.
One thing you would like to see improved or changed in the industry?
I would like to see % asset based fees abolished as I do not believe this is in the best interest of the client and don’t see that this can be justified instead of having a flat fee based on the type of services that the particular client requires.
The areas on their finances or economy that worry your clients the most?
Our clients are intelligent however when it comes to finance the idea of investing in shares is very daunting to them at first. Property is an easy concept to understand and there is a lack of education as to what is means to invest in shares and where/when/how/why to start.
What's the strangest question a client has ever asked you?
Client: Can you help me protect my money in case I ever want to divorce my current husband of 30 years?
Me: Are you currently considering a divorce?
Client: No… just in case.
If you could get three things into consumers' heads about what advisers do or don't do what would they be?
1. Good financial advisers genuinely have your best interests at heart.
2. Financial advice is about taking the right steps towards achieving your goals. You do not have to be wealthy or successful to see an adviser, our passion is about helping you get where you want to be!
3. We do not want you to be embarrassed and we will not make judgements about what financial decisions you have made to date; we are just excited to now be a part of your journey and put you in a better position.
How do you describe your job at BBQs?
I work with motivated individuals that are driven to succeed! By giving them the keys to building wealth and achieving their dreams through tailored, strategic goals-based advice with the right amount of accountability to keep them on track.