What inspired you to get into Financial Advising at such a young age?
The lack of financial education in school first sparked my curiosity. I remember doing just a few weeks of financial math in one of my classes, and that was essentially the extent of our financial education. This inspired me to seek out financial knowledge on my own, and the more I learned, the more passionate I became about sharing these insights with others. I realised how many people were in the same position, lacking essential skills to build financial independence. That's ultimately what drove me to pursue financial advising.
What’s one piece of money advice you’d give to someone in their 20s starting out?
Spend less than you make and invest the difference. The gap between what you earn and what you spend is what makes any financial plan successful. If you consistently invest that difference and give compounding time to work, (which is your greatest advantage when you're young) wealth will take care of itself.
What’s the most inspiring place you’ve ever travelled to, and why?
My recent trip to Europe opened my eyes to different ways of living. Experiencing the joy that this trip brought me inspired me to work towards having the flexibility to choose when and how often I want to travel. Also motivating me to help clients create the same freedom to give them the choice to enjoy life on their own terms.
Do you prefer podcasts, books, or Netflix for downtime – and any recommendations?
Books and Podcasts. For books: I highly recommend The Psychology of Money by Morgan Housel - it explores how our emotions and psychology drive financial decisions, often more than pure logic. Podcast: Anything featuring Chris Williams and Alex Hormozi together, as well as any podcast with Naval Ravikant in it.
If you weren’t a financial planner, what career would you choose?
I’d likely go into the health and fitness industry - I’ve always been fascinated by physiology and understanding how the body works, and it’s a way I could still help people directly.