Finance Your Future
“I decided to move into an advice role when I became more aware of the issues surrounding women and the imbalances they experienced.”
Rachael grew up watching her father establish himself in financial planning, which was at the time, a small industry compared to today. She has been working in financial planning for more than 17 years in various positions, before taking on the role of an adviser in 2017.
“[Women] retire with half the superannuation balance of men on average, and women over 55 are becoming Australia’s fastest growing demographic of the homeless,” she says.
“I realised that if I wanted to contribute to changing that, then I needed to be in a position to action that change.”
She also volunteers for a local charity that provides crisis accommodation and support for pregnant women and mothers. She assists the women supported by the charity with budgeting and cash flow decisions.
“I want women to feel empowered – empowered enough to leave a financially abusive situation, empowered enough to know they can make it on their own, and that their financial security rests in their hands,” she says.
She has a Diploma of Financial Planning and is currently in the process of completing her Masters in the same field. She loves to travel, has an addiction to coffee and a weak spot for good gin.
“You need to be able to understand your client – not only through what they are saying, but often what they aren’t, because it’s the things they aren’t saying that are key to understanding what their goals and priorities are.”