Many moons ago when I had my first interview for starting as an administrative assistant in a small financial planning firm, the interviewer asked the question – why do you want to become a financial adviser one day?
At the time, I was a naive twenty-three-year-old who hadn’t even prepared for the question. “Eerm, I guess I want to help people”, I replied. The interviewer grinned, I’m sure he had heard the same response from other candidates.
Despite my initial thinking that I had bombed the interview, lady luck was on my side, and I got the job, which gave me my first introduction to financial services.
I haven’t looked back since and couldn’t see myself doing anything different. And, genuinely happy seeing my clients achieve their goals and objectives.
That’s why I decided to establish Equanimity Financial Services; I don’t think there are many people out there who can say that they genuinely enjoy what they do.
We’ve spotted a gap in the market, particularly for Exercise Physiologists, Physiotherapists and allied health professionals.
Despite being in entirely different industries, there’s an alignment of values, where small proactive steps to our health and well-being can add to our vitality and longevity; just like putting together a financial plan, small proactive steps compound over time and take the stress-load off the healthcare system and the age pension. Also:
Prevention is better than a cure when it comes to health, so it is with financial advice, where strategic advice earlier whether you’re ‘starting out’ or ‘getting out’ leads to the best results.
The definition of Equanimity is calm and composed, particularly in a difficult situation. If there is anything that 2020 has taught us all, is that we’re all in it together. The world is getting smaller and more connected every day, despite the noise in the newspaper, it’s a testament to the human condition that in reality, we’ve got an uncanny ability to adapt and bounce back.