Trish Gregory, Financial Planner AGS Financial Group, reveals how herself and her family overcame adversity, why she hopes to be the leading authority on financial advice for military and ex-military members and families in ten years’ time and why she would tell her younger self to just go for it!
- Why financial advice?As far back as I can remember I’ve always had a passion for numbers, and I’ve always loved talking about anything to do with money – budgeting, investing, future planning etc. When my partner was unexpectedly medically retired from the military, he and I swapped roles with him becoming the stay at home parent and me re-entering the workforce. I decided to start a brand new career in the thing I most love talking and reading about – money management.
That was such a wonderful decision as I have found my calling. I love the positive impact I get to have in people’s lives, and I love that I get to talk about money with everyone I meet.
2. What are you most proud of?
I’m most proud of the way my family and I handled adversity over the past few years. With spinal surgeries, diagnosis of depression, multiple moves interstate, having three children (including the youngest being seven months old), we’ve managed to get through the dark days and are building a life that makes us happy.
3. Who inspires you?
I am inspired by so many people, but two right now are my unofficial mentors, Jenny Rolfe and Nicole Heales. Jenny used to be a Financial Planner and now runs her own company helping build financial knowledge, and Nicole is a current Financial Planner running her own business. Both women are unapologetically themselves, they know what they want and they’re passionate about what they do. They also have their main goal as supporting women, which is also a passion of mine. I learn so much from my conversations with them and appreciate the wealth of knowledge they impart each time we talk.
4. What advice would you give to your younger self?
I would tell myself to just go for it. It’s ok if you fail, you still have plenty of time to pick yourself up and try again. I’ve always wanted to do everything perfectly, and in the past that has lent itself to not taking many risks. As I’ve gotten older, I’ve learned sometimes the only way to do something amazing is to just give it a go.
5. Favourite holiday destination?
With a young family, my holidays consist of going all the way to visit family in Canberra and Batemans Bay, I occasionally get a sleep-in that way. However, I would love to go back to Italy – I lived there when I was nine years old and visited again when I was 16. It’s such a beautiful place and holds such special memories for me.
6. Your big hairy audacious goal for 2019?
Start a podcast! I have a number of podcast ideas talking to the community I ultimately want to serve as a planner.
7. Where will you be in ten years?
I’ll be the leading authority on financial advice for military and ex-military members and families.