Why is it that some people achieve great financial success whilst others will struggle? From a very young age, I was determined to find answers to questions like this so I decided to explore financial planning as a career and have never looked back.
Having worked in my own business from the age of 24, I have not only provided valuable financial advice to hundreds of clients, but importantly, I have observed and identified the underlying behaviours and beliefs which have directly resulted in the status of their financial position.
There are so many things we want to do in our lifetime but for many of us it takes a tragedy to kick us into gear to do something about it, to really start living. I view financial planning from a different perspective, focussing on the outcome and what value it will bring to a person’s life.
I believe anyone can achieve their goals, or tick off their ‘bucket list’ with preparation, design and discipline to get it right.