All you need to know about
Jasmyn

ASSOCIATE ADVISER

Jasmyn Faux

I work with advisers to ensure that clients are remaining on track and achieving their goals. My role involves implementing plans and working with team members to ensure that the advice is implemented efficiently and in a timely manner. I strive to help clients to be placed in a better position both financially and mentally while also simplifying the complex situations through communication.

Over the years I have seen the impact that a financial plan can have on a client to help them achieve their goals and become financially free.

What Healthy, Wealthy and Happy means to you?

This means having a holistic approach to life by being mentally and physically healthy as well as being financially secure. This includes having an active lifestyle such as going to the gym and also having a good support network. Being financially secure means that you are aware of your cashflow expenditure and know your limits and capabilities. Being happy means being content with life and enjoying every moment.

What are the values that drive you?

I value financial security so I strive to have a positive impact on clients lives and help them to achieve their goals without having to sacrifice too much. Through my experience in finance, I have learnt that it is important to have a balance between saving and also enjoying and experiencing life such as going on holidays. I believe it is important to simplify your goals and break them down to look to achieve little milestones along the way and to celebrate the wins.

Qualifications

• Bachelor of Business & Commerce (Property)
• Graduate Degree in Financial Planning
• Currently completing a Masters of Financial Planning
• Currently completing my professional year (2023)