I see that a large part of my role is to coach people to uncover what they truly desire and map out a plan to maximise the probability of those things being achieved. Most importantly I help them to overcome the blockages or current state of paralysis by analysis in order to take some action to reach their financial objectives.
I just can’t help but get excited and want to encourage and motivate others in achieving what’s most important to them. Money has such a huge impact in the quality of life and can either be a great tool to enable people to reach their financial goals or be a massive point of stress when mismanaged preventing any chance of personal success.
Great financial advice is so much more than just investing your money, but rather understanding what you want, why you want it, how you are going to get there and recognising that you might need some help along the way.
I practice what I preach and have a fully automated cash flow system storing money for everything that’s important. I honestly wouldn’t have been able to save for both my wedding and purchase my first home if it wasn’t for this savings structure!
I also have a small regular investment plan, which ticks along in the background. I set a budget each time my circumstances change.
I have been working in the Financial Advice Industry since 2006. I started out as an office administrator, moved into client service, team management before getting the opportunity to be an Associate Adviser and now Adviser.
I grew up in a Camden, with lots of pets including chickens and ducks. I moved out of home at the age of 19 and have lived in all different areas of Sydney, but I now call the Shire home.
When I’m not working, I’m usually discovering a new bushwalking track, reading a good book, or listening to podcasts.
I also like to make sure that I spend quality time with my husband and friends, going on regular holidays even if it’s just a long weekend to recharge and relax.
Your favourite quote?
There is no growth without challenge
Your top 3 favourite books or podcasts?
Podcast: Wellness Women Radio
Books: Winging it by Emma Isaacs and Rushing Woman Syndrome by Dr Libby Weaver
What healthy, wealthy and happy means to you?
Being Healthy, Wealthy and Happy is important to me as we can too easily just focus on one of these areas to the detriment of the others. Personally, I have had a long list of medical issues, which at times have impacted my quality of life and have been financially draining, but I feel that my personal experience has granted me a clearer perspective on life and the importance of not sacrificing your health or happiness to try and be financially wealthy.
My definition of a wealthy life isn’t just financial but rather living a comfortable life with these three areas always being a priority.
What are the values that drive you?
Hard work, honestly and appreciation of time are all values which govern my actions and strengthen my relationships with others who also have similar values.
- FCHFP – Fellow Charted Financial Practitioner designation
- Sub-Authorised Representative No. 314482 of Evalesco Financial Services
Memberships and associations
- Member of the Association of Financial Advisers (AFA)
- Corporate Representative No. 325313 of Australian Advice Network Pty Ltd