I see my role as a financial adviser as a project manager and financial coach. It starts with helping clients articulate their vision of their future and success, understanding their challenges and complexities and their starting point. From there, we build a comprehensive plan in partnership with our clients with timeframes and progress goals to have a clear strategy to ensure the highest chance of their achieving success.
Project managing their financial plan by tracking, reviewing and adjusting the plan to adapt to the changes, that is life along the way.
I love to help people explore and envisage their version of success, being a partner to build a plan and empower them to achieve it. We all have one life to live, why not make it the best life possible?
Born and raised in Sydney in a Chinese Malaysian family, I’ve always been exposed to two different cultures. While it had its challenges growing up, I’ve embraced my dual identity and appreciate the differences. I love the diversity of Sydney (and Australia), enriching experiences of different cultures and cuisines. I think that is why I love to travel so I can experience more of this.
For me, as a new mum, it is a challenge to find the time to work on myself but I want to be a great example and role model to my daughter, Leila. I want to show her that to look after others effectively, you need to look after yourself – both physically and mentally.
Cherishing the time I spend with Leila and my husband, Stirling. Appreciating the good things in my life – my family, my health, and the experiences I share with friends. That is what makes me happiest.
I take my own financial advice and invest regularly, and even managed my own budget while on maternity leave. It is import to me to ensure our personal insurance plan remains sufficient to protect our family and our lifestyle now that we have grown.
Melody is a Sub Authorised Representative (No. 333079) of Evalesco Financial Services Pty Ltd, a Corporate Representative (No. 325313) of Australian Advice Network Pty Ltd.