What do you enjoy most about wealth management?
Helping client understand what they want their wealth to do for them and setting them on a path which will help them achieve their goals in the most rewarding way possible.
What’s the biggest challenge?
Overcoming the emotional side of making difficult decisions when it comes to managing finances and holding clients accountable for decisions made. It is easy to make everyday decisions which don’t necessarily fit into our financial strategy, sometimes we need to sacrifice a little now to gain a larger reward later.
What do you love most about being part of Capital Partners?
Working with a group of professionals who are constantly making a difference to people’s lives and enjoy doing so. The positive energy that flows through Capital Partners shows that they really love what they do!
What quality of yours makes you suited to what you do?
My passion to help others and to make a difference in their lives with something that can be stressful, confusing and overwhelming for many.
How should people think about their wealth?
A person’s wealth should be seen as the foundation to all aspects of their life. If they can implement good strategic advice they can set themselves up with the ability to achieve all their lifestyle and financial goals.
What do you love to do outside of work?
I love to spend quality time with family and friends, including the occasional flight home to Adelaide. I enjoy being outdoors, cooking with my husband and letting my creative flare take over with large projects.
What does your ideal holiday look like?
My ideal holiday is an overseas trip with my husband, discovering new places, people, cultures and food.
Education and Associations
- Bachelor of Accounting
- Diploma of Financial Planning