People often ask us the question ‘what exactly do you do?’. It’s tempting to give the expected answer which would typically be around the areas of tax, planning, investment strategy, goal setting, financial modelling etc. But then we are not like most financial planners. What we do first and foremost is about people; we get to know them, we care about them, we become someone they can trust to help guide them and protect them (most often from their own bad decisions).Sure we have the qualifications, access to research, a panel of experts, certifications and all of the things that are a must for being good at what we do. But more importantly, we are a family; both in our office and for the people we look after.When you have someone standing next to you that you can trust, helping you make better decisions and steering you back on course when you don’t, your ability to achieve true success in life reaches a new level.When people work with us, it’s not about a quick fix; it’s about changing their lives, one decision at a time. We know that our advice pays for itself in the short term, but what we do for people over their lifetime is almost incalculable and to us, that means something special.We love working with successful people who realise that if only they made better choices and had the right help, they could be doing so much more. The relief, the certainty, the removal of stress, the clarity of direction and the accountability for doing the right things to get what you want…. that’s really what we do.If you want to work with people who will care not just about your today but about your tomorrow and who are prepared to challenge you, inspire you and keep you accountable, then give us a call and let’s make your life that much better.

As soon as I heard there was a management role available in my original reservations sales team I jumped at the chance, the manager was heading off on maternity leave and this was my opportunity to give back to my roots and further my skills and experience in reservations and management. In this role I was the leader of the reservations sales agents team of 25 team members and 2 team leaders and responsible for coaching and developing them to achieve the company sales and productivity goals. I was also focused on educating, encouraging and motivating the team and ran regular team activities for work and play (inside and outside the office), reward programs, training sessions and regular performance reviews with the aim to reach maximum efficiency for each and every team member.

After 1 year in London and surviving their cold winter months I decided it was time to come home as I was missing my family and friends terribly. Once I settled back into Sydney life I reconnected with my original managers from Insight Vacations and was offered a newly created role in their sister company AAT Kings. Many could question the transition, however I used my strong technical experience with the companies systems and procedures as well as my background knowledge in the companies various touring products to help me transition over. In this role I was responsible for documenting and analysing the business processes and IT systems in order to translate them into new software requirements, and then use them to create new reporting facilities for all areas of the business.

Once the european summer came to an end I was eager to extend my stay in the UK and built up my reputation as a problem solver and go to person for getting things done and was offered a permanent role at the companies head office Trafalgar Management Services. In this product team of 4 I was responsible for supporting the brochure production manager on content, pricing and images and liaising with various other teams finalise brochure copies and printing.

After 4 years at Insight Vacations in Reservations I was ready for a new challenge and open to relocating to the UKs office for work and travel. As I was known as the product guru I quickly secured a 6 month european summer role at the the companies London Reception Centre for Insight Vacations and Trafalgar tours, the hub of the touring realm close by to Victoria Station in Central London. In this role I was responsible for managing complaints and incidents whilst on tour (from passangers and tour directors) and also responsible for managing clients special needs/requests whilst minimising the impact on their trip experience and maintaining operational guidelines.

This role is better described as the Product Information Specialist. In this role I was 1 of 3 senior supervisors and leaders of the reservations sales agents team of 20 team members. I was responsible for creating, managing and training the reservations sales team in the brand information manuals for product and processes and the main contact for other departments within and outside the organisation to provide support in these areas on behalf of the reservations sales team.