Our values-based approach to financial planning inspires me to work at Woodgate every day. Our conversation starts with discovering all about you, your values, your goals and the lifestyle that you want to achieve.

 

By having a real understanding of you and your circumstances, we create a personalised financial plan that is designed to give you clarity on where you are now, where you want to be and what actions you need to take to give you the highest probability of achieving your financial goals.

 

Your financial plan is then reviewed regularly to ensure your plan is on target and adapts to any changes to your personal circumstances.

 

Managing client’s money to maximise the growth opportunity and seeing long-term goals being achieved is incredibly fulfilling.

 

In addition to this I am inspired by working with a team of professionals that are dedicated to continually developing their technical expertise and are committed to providing an exceptional client service, which aligns with my personal values.