This afternoon a newsletter popped into my inbox, I always glance over them late in the afternoon or before I start my day. This one struck me. The header: What happens if you lose your job? To me (as a financial adviser and money coach) seemed like an obvious question….. But unless you are seeking financial […]
This morning I sat and watched the sunrise. I reflected on this year… We have reached past the halfway mark and what a year it has been – possibly one of the toughest in quite some time. I am reading Brene Brown’s book Daring Greatly, I had already read her book Dare to Lead, and […]
A few weeks ago I was interviewed by Fraser Jack, it’s always great to catch up with Fraser and this time I had the opportunity to share about the highs and lows of my career and the new direction I am taking my business with Money Coaching and financial education. Thank you Advice Intelligence for sharing […]
So why be a money coach when you are already a financial adviser? The answer is simple… For years I have been advising clients on investing for their retirement, salary sacrificing to reduce tax and increase wealth, on personal insurance matters and personal cash flow management. I found the short term and medium goals that […]
I had the opportunity to be interviewed by Clayton Daniel from XY Adviser. Here it is in case you missed it.
As I reviewed my business plan, company values and my own personal goals I went back to my old business diaries to measure how far I have come, what I achieved and where fell short.. A few years ago I wrote that I wanted to be a STAR in my business…. the image of lights and cameras […]
After two failed business in the financial services, a single mother of 3 children (at that time under 5), I set out to start all over again. This time setting up my own financial planning practice – after all I knew it was possible, I had managed to do if for a private firm with […]
As part of #FemaleEntrepreneur Week, I will be speaking about a variety of topics for the modern #FemaleEntrepreneur, such as how to manage your cashflow in the early stage of your business (particularly if you aren’t paying yourself a wage), the power of investing in yourself and the importance of #FemaleLeadership and what we can do to […]
It was a great opportunity to share the experience I have with working with my clients Tina and Michael and to hear of their experience working with me. Thanks to Professional Planner. Financial planning is a long-term relationship therefore a friendship is naturally formed, it is far more than just insurance and superannuation. #financialplanning #bestinterest […]
In light of the Royal Commission and the recent admissions of AMP I wanted to share my thoughts. It saddens me as an adviser that the Financial planning profession is yet again under the spotlight. The Royal Commission has its place and I am glad this is happening; however, I just wish it had happened […]
