"I'm In My 40’s & 50’s"
Discover how we help good earners create long-term wealth and financial freedom through smart financial planning and advice.
Work experience: I have worked in a lot of different industries including early childcare, admin at a legal firm and at a physio clinic, and various roles in hospitality. I have completed a Diploma in Advanced Skin Biology and a Diploma of Beauty Therapy. I have enjoyed working in a variety of industries and roles within as I have met a lot of different people and learnt a lot of different skills along the way.
Role? Administration Assistant. I assist the Associates and advisers prepare for our clients annual review meetings.
Outside of work – what do you like to do? I spend a lot of my time outdoors with my family. Having three little boys I am always on the move. The beach is always on our daily routine as we are a family of surfers.
What is one thing about you that people would be surprised to know? I hate cooking, my husband is our resident chef. Although I bake our bread from scratch and ferment food as gut health is a bit of an interest of mine.
Name one person that you draw inspiration from and why? My mum. She has always been one of the strongest people I have known and has taught me so many lessons and picked me up when needed. She also has the biggest zest for life that I love!
What is your favourite book, movie and food? I love reading so my latest favourite book is ‘The year of Less’. My favourite movie is ‘The Gentlemen’ and my Food is whatever is cooked really well and made with love!
I knew we needed a clear and straightforward plan that focused on our specific goals. Without going through the goal setting process, I think we would have continued with ad hoc investing that reacted to markets, instead of having a very specific plan. Once everything is set up, the process really is set and forget. We have 2 simple goals: to retire “on time” with our goal retirement funds behind us; and to continue investing to support our income goals. Both of them are on track!
I have found Rob and his team exceptionally insightful and valuable in their down-to-earth and strategic advice over the past 13 years — and they keep getting better and better. I give them my highest recommendation!!!
Rob has successfully managed the transition from our working lives to us becoming comfortably retired. During our over a decade long association as clients, Rob and his team presented a thoroughly professional, optimistic and supportive program on behalf of his efforts to represent us.
Thank you for your honesty and for giving me faith and trust in my happy financial future.
Discover how we help good earners create long-term wealth and financial freedom through smart financial planning and advice.
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