What's your role? Financial Planning Associate. My role is to help the planner by producing suitability reports which details, analyses and summarises the advice they are providing to the client. On top of this, I do product research as well as prepare cash flow models in order for clients to better visualise their financial goals and objectives such as purchasing a new home, retiring early or helping their children purchase their first properties. I am the first point of contact for any non-advised queries that clients may have and really enjoy the personable side of my role.
What do you like best about working for AAB Wealth? The best part of working for AAB Wealth is that no matter your role or position, your opinion is valued. From experience, this is a trait that is very rare within organisations. If I recognised processes the department could be doing more efficiently this was discussed and then put into practice almost immediately.
What’s your favourite destination? My favourite holiday destination is the South of France, I lived in Nîmes for a year when I was at university and fell in love with the country. The people, the culture and of course the food. You can’t beat fresh baguette and chilled rosé wine in the sun!
What's your quote to live by? “Always go with the choice that scares you the most, because that’s the one that is going to help you grow”.