“I really enjoy meeting people and working out how I can help clients to know they’re going to have the lifestyle they want… for the rest of their life.”
Alison gets great satisfaction from helping her clients feel confident about their future finances and lifestyle, whether they are in Generation Y, at retirement age, or somewhere in between.
She firmly believes that it all starts with a blank sheet of paper, as she takes the time to ask – and answer – lots of questions. Her approach is then based on “going the extra-mile” to make sure her clients’ lifestyle dreams aren’t left behind in their quest for peace of mind about money – and she says it’s a wonderful feeling when a client is able to feel confident about what’s ahead.
Alison is a Certified Financial Planner with a Bachelor of Commerce and an Advanced Diploma in Financial Services (Financial Planning), and is an Authorised Representative of Pitcher Partners Private Wealth Pty Ltd.