Media

Read the full story –  https://www.forbes.com/advisor/au/investing/how-to-invest-100k/ Jody McDonald 27 March 2023 Whether it’s from winning the lotto, an inheritance, or the profits from selling an asset—coming into a significant chunk of money creates a range of investing opportunities. But the best way to invest a large lump sum of $100,000 will depend on many factors including your […]

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 […]

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 […]

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 […]

BY JAMIE WILLIAMSON | FRIDAY, 23 SEP 2022 10:30PM Amie Baker of Rekab Advice has taken out the gong, now in its 10th year. The award, which is presented by both the Association of Financial Advisers and TAL, recognises the talents and contributions of female financial advisers and the work they do with clients, the […]

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 […]

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 […]

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 […]

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 […]