1. Why is women’s financial education important to you?
In Australia, women on average earn less than men over their lifetime, retire with less money in super and still experience workplace discrimination.
While these trends will slowly turn, we need to empower women with the knowledge to make smart financial decisions and understand how money can work ‘for you’ and ‘against you’.
Being financially savvy will allow women to better their own lives, the lives of others, to follow their dreams and strive for success in whatever way they measure it.
2. Describe what you do for clients. Why and when does someone engage you?
As they say, “A problem shared is a problem halved.” By listening, and understanding the problem, I help clients clear their minds and work towards a solution. Sometimes the ‘best’ solution is not necessarily the best financial solution because what makes sense financially may be contradictory to your own personal goals and lifestyle. We only get one crazy life, so it’s about finding the balance.
I am usually engaged initially because a particular issue arises ie a redundancy, an excessive tax bill, an inheritance, property sale etc but in the process we discuss your whole situation and develop strategies to make all the parts work better together for the long run. Working around what’s important to you, I can help you build, protect, enjoy and share your wealth.
3. If you had to use five words to describe your most successful clients, what would they be?
Focussed. Fun. Generous. Open minded. Prepared.
4. What is the best financial words of wisdom you’ve been given and who were they from?
Save 10% of your income – that is pay yourself first – from my first boss and close family friend when I was about 15.
I also really like the mantra ‘accept what you cannot change and change what you cannot accept’. It actually reflects the essence of financial planning pretty well.
5. What can clients expect at their first meeting/consultation with you?
Our first meeting is a chance to see if we are likely to work well together. To provide you with suitable advice, I’ll need to know quite a bit about you and will be asking lots of questions so it’s important that you are comfortable with me. We will discuss in a broad sense what your needs are, why you are seeking some help and I will outline the financial planning process and the costs you can expect. Together we can then determine if our services will be of value to you and go from there.
6. How do women contact you to organise an initial catch up?
Drop me an email email@example.com or call me directly on 0419 383 816. Or our office can arrange meeting on 03 5428 0123
Casey spoke at 10thousandgirl’s Better Money Management workshop in Geelong in 2015.
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