Olivia has been in the Financial Planning industry for over 5 years and holds a Bachelor of Business and Diploma of FS. Along with her extensive qualifications, she is also a member of AFA and the FPA.
I specialise in working with clients to identify what drives them to grow their wealth. I then use these motivators to identify their goals. This forms the basis for the financial structures we develop to create a practical timeline to then achieve my clients goals.
My main focus is on creating relationships with clients that encourages them to open up about what is most important to them and what they aspire to achieve. Helping clients understand what money means to them and their financial future is a key role I strive to achieve as a Financial Planner. More importantly, I believe in educating my clients about financial planning concepts we use everyday to help make an informed decision about the advice we recommend.
Financial planning isn’t all about money. It is simply a tool we use when helping our clients achieve the lifestyle they want to live.
Hiking, Cycling, Travelling, hunting out new coffee shops and restaurants to try.