Sales Operations Manager
CurrentLeveraging many years of experience in FMCG and Franchising to help people improve their financial position. I find it extremely fulfilling to help a First Home Buyer into his or her property, just as much as helping a sophisticated property investor into their fifth or sixth property. This often starts with budgeting months before the purchase actually happens. The Financial Education piece is missing from the education system and people find themselves unsure of how to budget. We work with… Show more Leveraging many years of experience in FMCG and Franchising to help people improve their financial position. I find it extremely fulfilling to help a First Home Buyer into his or her property, just as much as helping a sophisticated property investor into their fifth or sixth property. This often starts with budgeting months before the purchase actually happens. The Financial Education piece is missing from the education system and people find themselves unsure of how to budget. We work with our clients, at their level and stay for the long term. We complete Reviews annually and have several touch points throughout the year, to ensure our clients remain informed and feel like they are important to us. Show less