Award-winning financial planner launches own | Australian Markets
Women in Wealth Awards 2024 honouree, Nicola Beswick, has introduced the launch of her own financial planning observe, White Rabbit Advisory, in Melbourne.
Beswick, who was honoured as Highly Commended within the Financial Planner of the Year – VIC and Pro Bono of the Year classes finally yr’s awards gala hosted by Financial Newswire, transitioned her profession from law into financial planning over 10 years in the past.
Beswick has held a number of senior financial planning roles at different Melbourne-based practices together with GFM Wealth Advisory and FMD Financial, in addition to entering into extra roles because the FAAA’s) Melbourne Chapter Committee Member and Chair of the Pro Bono Financial Advice Network (PFAN).
In a assertion asserting the launch of White Rabbit Advisory, Beswick stated it was the logical “next step” for her profession, after initially transferring into financial planning because of medical points within her household. It was at this stage that she was first uncovered to the numerous troublesome and pressing financial selections that come up as a end result of such circumstances, and realised the significance of having somebody there to information them by way of these moments.
“It opened my eyes to how much financial stress adds to an already emotional experience and how so many people go through similar situations. It almost subconsciously became my goal and passion to help others not feel as lost as I did,” Beswick stated.
“The subsequent step for me was to create an advisory that focuses on what people actually need by way of uncertainty, which is assist, empowerment, heat, and understanding.
“White Rabbit Advisory is about confidently getting to the bright light at the end of the tunnel whether it’s proactive or reactive – one of the most important things I’ve learnt along the way is that there are always actionable strategies for stability.”
White Rabbit Advisory primarily gives financial advice and steerage in conditions reminiscent of:
- Insurance, accident, or harm payouts;
- Finding financial stability after divorce, separation, or loss;
- Managing an inheritance;
- Preparing for retirement (three to 10 years out); and
- Making aged care selections for a liked one.
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