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A vision without a plan is just a wish

We see it as our purpose​ ​to ensure that those we work with have Healthy Bodies, Wealthy Wallets (or purses) and Happy Minds. That’s our purpose, but in order to get there, we need to ensure that you achieve your WHY and that’s where this quote by Alisa Camplin is so very apt.

A vision without a plan, is just a wish. A vision is what you want to achieve, but a plan is how you are going to get there.

Alisa Camplin #WellHeeledWomen

Mandy, Alisa and Sarah enjoying some bubbles after their presentations.

In order to turn our vision into reality we needed to create a plan that would invest in those that we want to help and empower them to live their dreams. We needed to be a little bold, put ourselves out there, take a few risks and follow our instincts.

With this in mind we started an education and mentoring series called Wine, Women and becoming Well-heeled – or #WellHeeledWomen for short.

#WellHeeledWomen is a Women’s Wealth community designed to create independence for women by empowering them to live the life of their dreams. It’s much more than the normal approach to Women’s Wealth or Financial Planning for Women.

The first event was held at The Establishment in Sydney and saw over 65 ladies join us for the evening (plus 4 brave gents). We heard some amazing stories from Alisa Camplin (Winter Olympic Gold Medalist), Megan Etheridge (Founder and Chair, Dress for Success – Sydney) and also had the privilege of listening to two of our clients share their story (someone pinch me).

With the bubbles and wine flowing, the energy in the room was incredible as post presentation the #WellHeeledWomen in the room had opportunity mingle and speak with Alisa, Megan and our team for almost two hours. Amazing.

This will be the first of what we hope to be many such presentations, and I for one cannot wait for the next one. Let us know if you like what you see by posting a comment or sharing this post.

Special thanks to the team at Goshawk Films for preparing this video.

It’s my job to work as my client’s financial ‘lifesaver’ to ensure that they swim between the flags and that they don’t get in over their heads.