I worked for over 10 years with a major bank and after reaching branch manager I took time out to have children and to buy a business with my husband. After selling that I dabbled as a make up artist before coming back to the finance industry in 2016. I chose to work in Financial Planning admin on the recommendation of a friend who told me I’d love working with Tim Hayman. She was right … and six years later I’m now the client services manager at FuturePoint Wealth, Blaxland.
Helping people is at the heart of everything we do. I really love talking to people, hearing their stories, and understanding how we can assist them. I take great pride in our work, in bettering people’s lives, and being there for them when they need us most. I’m proud to work in our industry.
Seeing a client who claimed ‘I have no financial literacy’ turn their future around with a transition to retirement strategy. With solid planning and advice, they now have the security of knowing their future in retirement is planned for and they’ll have enough resources to enjoy it.
Having solid financial strategies allows you to do what makes you happy. Follow your passions and engage in your hobbies. It’s what makes you a well-adjusted human. Tomorrow isn’t guaranteed.
It’s crazy to turn your back on toddlers, even for a second.