Troyden Ratcliffe, Financial Adviser, WB Financial shares how helping clients to achieve their dreams made him fall in love with advice and why feeling his client’s excitement once he put them on the right financial path was such a great ‘high-five’ moment.
- Why financial advice?I started university wanting to study accounting… well more so I understood what it was. In my first year one of my lecturers suggested doing a double degree with financial planning. After beginning to study the courses I fell in love with financial advice, it was the one profession where you connect deeply with clients whilst helping them achieve their dreams.
- What are you most proud of?I am so proud of two things, the first is getting my Masters of Financial Planning in mid-2018 and the second was becoming a fully-fledged adviser with a friend who has the same values as I do.
3. Who inspires you?
My inner circle of friends, these are financial advisers who are truly passionate about financial advice. They really inspire me to do better and continue to learn everything I can to push our profession forward.
4. Your most recent ‘high-five’ moment?
Seeing a client who originally came in with “well not much has changed” to them leaving with a clear direction of what their new goals will be over the next few years, the look of excitement on their faces was priceless.
5. Favourite holiday destination?
Thailand so far, because who doesn’t like a scooter ride around an island? Over last Christmas I did a 3-week adventure with my best mate, we toured half of Thailand mostly on scooters and in the back of some questionable utes.
6. Your big hairy audacious goal for 2019?
To find my niche! I have been doing a lot of research in who I want to work with most, at the moment I am leaning towards retirees.. because hey they have some really good stories and really value the advice you are providing.
7. Where will you be in ten years?
I will have brought into the advice practice I currently work in and will be able to look back at and genuinely be able to say that I made a difference, I changed people’s lives.