“Though I started my career as an accountant, I quickly came to realise that I could make a far more meaningful positive difference in people lives through providing personalised financial advice.
The role I believe I play is that of a coach. I help my clients learn the skills and strategies that will help them achieve the lifestyle they desire for themselves and their family. I keep a focus on the end game, but recognise that life should be fun and achieving milestones should be celebrated. The plan needs to be flexible, as there can always be a few surprises, and the opposition (let’s call them the government?) may have a few ideas of their own.
Having clients that sleep easier knowing we have it under control and their plans built, monitored and protected is my personal objective.”
Troy, and the advice firm he is a director of, have won multiple national awards and recognised as one of the leading financial advice firms in Australia.