Money Management – Why mindset coaching could benefit female clients Rhea Nath 27 March 2023 Female investors hold different financial drivers, beliefs and goals than their male counterparts, which need to be unpacked for a successful adviser-client relationship. According to… Read More »Money Management – Why mindset coaching could benefit female clients
Professional Planner – Freedom, stability and security: Key values for female clients Callum Jones March 24, 2023 | 3.49pm Women are being underserviced by financial advice, but there are plenty of simple solutions to help improve the gender imbalance, according to… Read More »Professional Planner – Freedom, stability and security: Key values for female clients
Understanding Your Financial Set Point Whether you know it or not we all have a financial set point. This is simply the amount we are comfortable with when it comes to our financial position, and in some cases this amount… Read More »Understanding Your Financial Set Point
Financial Standard – Answering the Call Cover Story : Amie Baker Forging a career in financial advice wasn’t a simple path for Rekab Advice director and financial adviser Amie Baker. Cassandra Baldini writes. Her journey toward financial advice and owning… Read More »Financial Standard – Answering the Call
Financial Standard – Female Excellence in Advice Award winner named BY JAMIE WILLIAMSON | FRIDAY, 23 SEP 2022 10:30PM Amie Baker of Rekab Advice has taken out the gong, now in its 10th year. The award, which is presented by both the Association of… Read More »Financial Standard – Female Excellence in Advice Award winner named
Financial Newswire – AFA award finalists announced By Yasmine Masi | 12 September 2022 The Association of Financial Advisers (AFA) has announced the finalists of the 2022 Adviser of the Year and Female Excellence in Advice Awards (FEIA), along with… Read More »Financial Newswire – AFA award finalists announced
The Key to Setting Successful Goals There is so much to say about setting goals that to write this article I went into overwhelm by the topic. Why is it that some people set goals and succeed, and others do… Read More »The Key to Setting Successful Goals
During my training as a money coach I came across this concept – a name I really liked because as a financial adviser I have found that many clients of mine struggle with the relationship with their money, which lead… Read More »The Power of Practicing Money Mindfulness
This morning I sat and watched the sunrise. I reflected on this year… We have reached past the halfway mark and what a year it has been – possibly one of the toughest in quite some time. I am reading… Read More »Aiming to Dare Greatly
So why be a money coach when you are already a financial adviser? The answer is simple… For years I have been advising clients on investing for their retirement, salary sacrificing to reduce tax and increase wealth, on personal insurance… Read More »Money Coaching Versus Financial Advice….