The Power 7 with Tabitha…

Tabitha Tworek, Financial Planner, Insight Wealth Planning shares why she is most proud of being a Finalist in the 2019 AFA Female Excellence in Advice Award, how she is inspired by women in leadership roles and her 10 year goal to mentor financial planners new to the industry and finish her Masters of Applied Finance.

  1. What are you most proud of?

I am most proud of being a finalist in the AFA Female Excellence in Advice Award 2019. It was a very humbling moment, something that I appreciated being a part of. I am also proud of my ability to juggle everything: Financial Planner, wife, mum, student, local business person, employer, friend, daughter. Balance is sometimes a challenge, but I haven’t lost my spirit of trying. I’m so proud of the team we have built around us, they are exceptional.

  1. Who inspires you?

I am inspired by women in leadership roles who share part of their human spirit and kindness. Jacinda Ardern is a standout, so gracious when she speaks, but humble and genuine and a passionate influence with equality in finance and wealth for women at a policy level.

  1. What advice would you give to your younger self?  

You will succeed despite challenges, every small obstacle and some big ones are meant to prepare you for some future bigger challenge. Goals are important, and being driven is great, but don’t forget to make room to enjoy the gaps in between.

  1. Your most recent ‘high-five’ moment?

Being a finalist in the AFA Excellence in Female Advice awards and ticking every single thing off my to do list on Friday, even the hard things.

  1. Favourite holiday destination?

Krakow in Poland in Spring, it’s spectacular. Europe’s largest medieval square, outdoor eateries, culture, and Pierogi.

  1. Your big hairy audacious goal for 2020?

To take Wednesday’s off, to do this I will need to stop myself from booking in clients (protect that day off), and mentor our associate planner into seeing client’s face to face to increase the capacity we have within the business to see all of the clients.

  1. Where will you be in ten years?

I will have a 19 year old and 16 year old, I will have finished my Masters of Applied Finance, I will be working in our same business, but will have mentored financial planners into the industry to become our expanded team and succession plan and be looking for an opportunity to further mentor others into the industry in some capacity beyond our own business, I will be debt free in our business and our home loan.