Karen Walmsley, Financial Adviser at Powe Financial Advice, shares her inspiration, advice she would give to her younger self, plus the one word shes wishes everyone would stop using!
- Why financial advice?
I had been working as an accountant for many years and disliked having to deal with issues such as CGT after the fact. As an adviser I can hopefully put measures in place to reduce the impact of certain transactions.2. Who inspires you?
I have an extreme dislike for all things politics, but women like Julie Bishop who are strong and professional and get on with the job irrespective of gender, inspire me.
- What advice would you give to your younger self?
Don’t wait too long to make changes. Years ago I took a long time to change my assistant and when I eventually did I realised I should not have waited and wasted all that time and effort.4. Your most recent ‘high-five’ moment!
My moments are never anything involving millions of dollars etc. A very elderly gentleman came to me last year with an extremely conservative portfolio involving a lot of cash. He was receiving treatment for male breast and prostate cancer and was very concerned about his funds and having money to live on. Ten months on and after some tweaking, he is a different person and the reduction in his stress level has helped him in his recovery.
5. Your big hairy audacious goal for 2019?
Have all of the business systems and procedures completely revamped, documented and signed off following all of the recent changes in everything as well as having every single piece of paper in the office for every client, scanned and put into Xplan.
6. Early or late tech adopter?
I am so late and technologically challenged it’s not funny. I need my millennial children to assist me, show me what to do and then I am OK.
7. The one word you wish everyone would stop using!
Mum! Mum! Mum! Only joking, it’s actually the word can’t. I can’t do this. I can’t take any more change. In all reality and together, supporting each other, yes we can.