Meet Triona Ambrose

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Why is women’s financial education important to you?    

Empowering women to manage their own finances and educating them in ways to create their own wealth is important to me as we are the role models to the next generation.  Young ladies should grow up believing they can be equal in all aspects of life and are not restricted in anyway by their gender.  Women in control of their finances have more freedom in all areas of their lives.  The tools to financial independence should be demonstrated daily and passed on to our children.

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

My style of financial planning is to educate clients to be able to make informed choices.  I provide clients with relevant and up to date information, discuss options, advantages and disadvantages of recommendations and assist them to implement the strategies.

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

My most successful clients are hardworking, busy, interested, clever and honest.

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

My best and most memorable words of financial wisdom I received were from my mentor, Harold Braakhuis.  It may seem common knowledge to some however it is the difference between investing to grow capital and investing to earn income.  For anyone starting out in investing, it is a really important fundamental to understand.

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

At a client’s initial meeting with me, it will be about getting to know each other, discussing what they have, need and want and some ideas about how we can assist them.  Strategies and recommendations come after further research, calculations and consideration.

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

If women would like to meet with me, they can contact me at the office, by email or by mobile (all details below).  I’m happy to have a chat anytime.

Active Financial Management Pty Ltd

Fortnum Financial Advisers

26 Lewis Street (PO Box 368)

Port Lincoln SA  5606

Ph: 08 8682 5222  Fax: 08 8682 6938

Email: triona@26lewis.com.au

 

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