Meet Sue Dunne

Why is women’s financial education important to you?

In my family, my father held the purse strings and I grew up thinking that was the case in every family.  When I married, I (initially!) had the expectation that the same thing would happen.  I learnt very early in the marriage that this family was going to be different, so I set about educating myself as to how to run the financial side of our business.

Many clients come to me as a couple and in the majority of partnerships, it is the man of the house who looks after the finances for the family.  The wives are not interested and feel that they don’t understand what needs to be done and are probably more focussed on raising their family, and so leave the job to their partner.  What happens down the track is that the female is more often than not the surviving partner and she often doesn’t know what to do next.  Fortunately for the ones that already have a relationship with us, we are able to guide her through and continue our work, all the while growing her level of financial knowledge

Describe what you do for clients. Why and when does someone engage you?

I assist my clients with every aspect of their financial affairs and this includes cashflow, tax management, superannuation accumulation and drawdown, management of their investments, their personal insurance needs.  I strive to ensure my clients have an understanding of their position and that they are fully aware of the effect of any advice that is given, and that their knowledge grows over time.

New clients present with requests for financial advice for different reasons – it could be that they have accumulated some cash and want investment advice, they may be concerned about the amount of tax that they are paying or perhaps they have sold an investment and have a capital gain to deal with.  The two most common reasons are that the client wants to prepare for retirement, or they have cashflow problems for which they need advice.

If you had to use five words to describe your most successful clients, what would they be?

Open-minded, focused or goal-oriented, receptive, trusting, astute.

What is the best financial words of wisdom you’ve been given and who were they from?

Save something for a rainy day.  My parents always stressed that we should save some of our earnings so that we had a back-up plan.  It was also the means to us achieving some of our dreams – travel, new car etc.  Dad also used to say that it was easy to borrow money but to never forget that we had to pay it back.

What can clients expect at their first meeting/consultation with you?

We will have an in depth discussion to identify their current situation and the reasons that they have sought advice.  The paperwork and information that they have collected before the meeting allows us to get a reasonably clear picture.

Once I have an outline of what it is that they are attempting to achieve and any problems that might be preventing them from achieving their goals, I will outline the process we should follow.  If simple, it might be a suggestion as to a direction that they can take themselves, if not I might suggest that they have a financial plan drawn up.

We also outline our fee structure so the client is informed as to the costs of proceeding with a financial plan, and an estimate of ongoing advice if they accept our recommendations from their plan.

How do women contact you to organise an initial catch up?

Either by telephone to the office 07 4920 4600 or direct to my email susan_dunne@capinvest.com.au

 

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QUOTE

"Each time a woman changes, she inspires another woman to change..."

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