I chose financial planning as a career as I wanted to help people become more financially literate, and to help them achieve not only their financial goals, but their personal goals as well through building their confidence. Knowledge is power, and by sharing the knowledge I have gained, I can empower my clients and see them reach their goals.
Rachel PhillipsFinancial Planner SSFS
Where to Start
Planning your financial future
For most of us retirement isn’t planned, it tends to creep up on us until suddenly it’s just around the corner. Unfortunately, what can go hand in hand with not preparing for your future financial security is the loss of choice. When your... read more
Financial planning foundations
When you build a house, it’s important to have sound foundations. This simply means that you’ll have to have sound foundations so you have a strong base to support your home. The same applies to building your long-term wealth. Good foundations... read more
Budgeting
Budgeting is a vital element in your financial plan. Many financial counsellors identify budgeting as a life skill that can make a significant difference to your finances today and in the future. read more
Benefits of financial planning
A common question is; 'Why would I need to see a financial planner?' There are a number of ways that a professional financial planner can help you, particularly in the lead-up to and throughout your retirement. Let’s look at six of the most common... read more
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