Has anyone ever asked you your reason why? Today it was asked at a meeting and made me reflect on why I do what I do.

It started decades ago when I was in banking and realised there were some situations simple banking products couldn’t ‘fix’. Some situations require much more than a simple bank account or term deposit, they require specialised products and advice not available over the counter at the bank.

Realising there were ‘fixes’ clients needed that couldn’t be achieved at the bank made me start to study. I wanted to be able to do more to help client’s ‘fix’ their problems.

What drives me is helping families to create life-changing financial outcomes.

I do what I do because of the satisfaction I receive knowing I’ve helped transform a client’s financial situation.

Talk soon

Gayle