They say sunlight is the best disinfectant and that’s the approach Julie adopts to improving people’s financial position.
Getting sensitive matters out in the open requires a high-trust relationship, and that’s something Julie is skilled at building, so her clients feel comfortable and willing to be challenged.
That allows them to lean into the process and feel supported in making changes - and aiming higher.
She has vast experience across financial roles in professional firms and non-profits and puts huge emphasis on ensuring her clients feel heard.
Her optimistic, cheerful yet direct approach helps her get the best out of people –which ultimately helps them achieve their financial capability.
Julie loves the variety of what Auckland has to offer – beaches, walks, the theatre, and great restaurants.
Level 4, 165 The Strand