Why is women’s financial education important to you?
I see many older women who have not had exposure to managing their own money. They find themselves in situations where they become responsible for their own financial futures and are very apprehensive. The younger we can educate women, look at goals and put strategies into place, the less stress there is. They also feel empowered that they are working towards their goals.
Describe what you do for clients. Why and when does someone engage you?
When we engage with a new client it has to be someone who is serious about their financial future. We want to be part of the journey to financial freedom and this can only happen if clients are excited to work towards their goals. We take a snapshot of where the client is at that point in time, help map their goals with them (financial AND lifestyle), put a plan of action in place, model projections/outcomes and then regularly review that they are on track. There are many different reasons a client will engage us….building wealth for retirement, protecting their precious families, building an investment portfolio, cash flow management and debt reduction, assisting with estate planning, pre-retirement planning, moving from the workforce into retirement phase. Often we uncover a mix of the above.
If you had to use five words to describe your most successful clients, what would they be?
Oh I have six! Its more about the process they adhere to….They – 1. PLAN 2. SAVE 3. SIMPLICITY 4. PATIENCE 5. TIME 6. PROTECT
What is the best financial words of wisdom you’ve been given and who were they from?
“Do not save what is left after spending, but spend what is left after saving” Warren Buffett
What can clients expect at their first meeting/consultation with you? The first meeting is very relaxed and open…we call it our “Meet & Greet” meeting. In order to provide advice and begin building a strategy, we need to get to know a little about our potential client/s and their situations, their goals and objectives and specific areas that need attention. It is also a good chance for them to find out a little about our firm, how we operate and what they can expect from us. The initial consult typically takes about 1 hour over a coffee (or tea!)
How do women contact you to organise an initial catch up? By phoning our office (08 9881 1242), emailing our office (email@example.com), via our website (www.fisherfg.com.au and going to the Contact Us tab.)
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