Elaine Sze, Business Consultant, Centrepoint Alliance finds the growing confidence of clients in handling their financial future so rewarding.
Why is financial advice important to you?
It can be easily taken for granted that financial literacy is common or that our society provides priority to managing ones’ financial future. I’m passionate about financial advice as it is about empowering clients to have the confidence to live their desired life; while making needed adaptation along the way with the guidance of professionals.
What advice would you give to your younger self?
“Those who matter don’t mind, and those who mind don’t matter” Bernard Baruch or perhaps I should’ve paid more attention to Dr Seuss: “Be who you are and say what you feel, because those who mind don’t matter, and those who matter don’t mind.”
One thing you’ve changed in your workplace during COVID-19
Zoom-based peer group, which started as a “temporary” replacement to existing arrangements, has now become growing streams of peer sessions with advisers across our community collaborating to build business resilience and enhance current operations.
Your most recent ‘high-five’ moment?
Seeing a client testimonial from an adviser within our community describing how grateful they are and their growing confidence around handling their financial future. This constant validation of the value of advice is always rewarding.
What can we find you doing most weekends?
With more limited weekend outings I’m most likely at home in our “test kitchen” experimenting with recipes that have been collected over the years to try out “one day”……
Without other distractions there’s now time for those “one day” activities.
Have you seen anything lately that made you smile?
Seeing the resilience of my local shops adapting to the “new way” of operating, rolling out new ideas and thriving with the support of our community.
What are you reading right now?
Alternating between 2 books at the moment: The Infinite Game by Simon Sinek and The Alter Ego Effect by Todd Herman.