And as a Chartered Wealth Manager and financial coach with a 14-year career in investment management, I help you with both.
There’s so much more to money than the numbers you see on a screen or a sheet of paper: there’s also the mindset and behaviours behind it, what you’ve been taught it should mean and the actual meaning it has for you, and how it impacts your life.
This is why you might feel like you’re good at making money, whether in employment or running your own business, but not so good at keeping it.
It’s why although you think you earn enough, you don’t feel confident or clear in where it’s going.
And it’s why I work as a financial coach for the women who are feeling the pressure to hold everything together, and get it all “right”.
My approach reflects my unique experience, combining financial strategy with mindset- and emotions-focussed coaching. This involves us looking backwards and forwards to work out how you actually want to live, which we then use to get purposeful with your money plans.
The result is a spending, saving, and investing framework that covers everything you need to build wealth on your own terms, and enjoy what you’ve worked so hard to build.