Author name: Amie Baker

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Money Management – Why mindset coaching could benefit female clients

Read the full story – https://www.moneymanagement.com.au/news/financial-planning/why-mindset-coaching-could-benefit-female-clients Rhea Nath 27 March 2023 Female investors hold different financial drivers, beliefs and goals than their male counterparts, which need to be unpacked for a successful adviser-client relationship. According to Amie Baker, chief executive of Rekab Advice, tapping into a client’s core values and understanding their approach to money was […]

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Professional Planner – Freedom, stability and security: Key values for female clients

Read the full story – https://www.professionalplanner.com.au/2023/03/freedom-stability-and-security-key-values-for-female-clients/ Callum Jones March 24, 2023 | 3.49pm Women are being underserviced by financial advice, but there are plenty of simple solutions to help improve the gender imbalance, according to a panel discussion. Speaking on a recent webinar hosted by Netwealth about empowering female clients, Verse Wealth financial adviser Ellie Fordham started […]

Investment

Understanding Your Financial Set Point

Whether you know it or not we all have a financial set point. This is simply the amount we are comfortable with when it comes to our financial position, and in some cases this amount could actually be a negative number – in other words debt. Really? Yes really. Why would I be comfortable with […]

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Financial Standard – Answering the Call

Read the full story – https://www.fsadvice.com.au/cover_story/answering-the-call Forging a career in financial advice wasn’t a simple path for Rekab Advice director and financial adviser Amie Baker. Cassandra Baldini writes. Her journey toward financial advice and owning her own business was fraught with obstacles and in the early days, there was a lot to overcome.At the time of […]

Investment

The Key to Setting Successful Goals

There is so much to say about setting goals that to write this article I went into overwhelm by the topic. Why is it that some people set goals and succeed, and others do not? What is the magic formula to achieving what you want in the time frame you want it? What do I […]

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Financial Newswire – AFA award finalists announced

By Yasmine Masi12 September 2022 The Association of Financial Advisers (AFA) has announced the finalists of the 2022 Adviser of the Year and Female Excellence in Advice Awards (FEIA), along with respective initiative partners Zurich Financial Services Australia and TAL. Winners will be announced at the AFA Thrive Conference held later in September at the RACV […]

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AFA Female Excellence in Advice Winner Named (RiskInfo)

Original post – https://riskinfo.com.au/news/2022/09/23/afa-female-excellence-in-advice-winner-named/#respondhttps://www.financialstandard.com.au/news/female-excellence-in-advice-award-winner-named-179796854FRIDAY, 23 SEP 2022The winner of the 2022 AFA Female Excellence in Advice Award is NSW adviser, Amie Baker. Now in its tenth year, this award is a joint initiative between the AFA and insurer TAL, and is intended to recognise and showcase the talents and contributions of women in financial advice to […]

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Webinar 5 Big Mistakes I See People Make

When people find out I am a financial adviser they often say “I need to speak with you” yet countless times they delay this conversation or don’t contact me at all. This is not because they don’t want to, on the contrary, most people think they need to already have money to invest or be […]

Investment

How to Flex Your Money Power

Does money have power over you or do you have power over money, and how to recognise this and shift your perspective to be more in control. Ever feel stressed and anxious over your finances? Ever worry about what the future holds? Of course this is normal! In this event I share how you can shift […]

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