Why is women’s financial education important to you?
There are so many important reasons why women should be educated financially. Personally I believe that by educating women to take control of their finances and helping them to manage their cashflow more effectively, it can save marriages. Often couples don’t talk about their finances and long term financial aspirations, which leads to relationship issues. Both parties need to understand their financial position and work towards their financial goals together. This not only helps during a relationship, but also helps in the unfortunate event of a marriage breakdown. Females also can’t rely on their spouses superannuation for retirement either, given the high divorce rate. The earlier that a women starts to think about her own financial future and doing something to protect it, the better off they will be in the future
Describe what you do for clients. Why and when does someone engage you?
We help people with taking control of their spending by showing them a modern form of budgeting, once we have a better understanding of your financial position we can then help you put in place strategies to meet your future goals. This can include, investments, retirement planning, aged care advice, strategies to maximise Age Pension entitlements and personal insurances like life insurance, income protection, trauma, etc. We also specialise in Bull / Sell / Keyman insurance arrangements.
If you had to use five words to describe your most successful clients, what would they be?
Self-driven, determined, focused, goal setters.
What is the best financial words of wisdom you’ve been given and who were they from?
Just over 4 years ago I was asked by a close business networking associate “Why don’t you have your own business?”. My response “I can’t afford too”. They proceeded to ask me how much it would cost. I was a little embarrassed to admit but I had no idea. The next words of wisdom changed my life. “How do you know that you can’t afford to start a business if you have not worked out how much it’s going to cost and put strategies / plans in place towards achieving it?” Three months later I officially started my own business.
What can clients expect at their first meeting/consultation with you?
The purpose of your initial consultation is to allow us to work out what areas you require our advice in. We will discuss your current situation as well as explore your financial goals and expectations. Once we understand what areas of advice you require, we will provide a quote for the cost of this advice.
How do women contact you to organise an initial catch up?
Phone 02 4424 0479 or email: firstname.lastname@example.org
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