Sue has been the single best investment our business has made in its 10 year history.
Sue’s involvement in our financial planning business as our business coach across the last 7 years has been extraordinary. Her industry insight and communication skills have taken our business from a struggling start out business to a high achieving wealth management provider in the WA market. She has assisted us to increase our revenue by a multiple of 10 across this period of time, yet the unmeasurable statistics are far more impressive.
Sue has directed our business and key personnel through an unprecedented time in investment markets, through major industry reform and all the while sue has been available, accessible, informative, caring and most of all an industry leader in our field. I personally have called upon Sue to help me through a time in our business when I was struggling to make sense of where I was going. Sues ability to listen to my thoughts and nurture my growth as a struggling business owner was exemplary. I thank sue for her professional guidance through this time in my business.
One of Sues amazing traits is her communication skills. Sue has the ability to deliver a keynote speech at major industry event and captivate the crowd whilst also having the ability to work one on one with advisers or groups of advisers to help them get the most from their business experience. Sues level of communication skill is better than I have seen in the three industries I have worked in (public leisure facility management, education and finance).
Michael Carmody, Adviser & Equity Owner of Byfields Financial Planning, Ascot, WA