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WA-broker Sarah Wells describes herself as a solutionist – finding solutions to her clients’ money goals as a broker, finance coach and all-around support network for her clients.
Her eponymous finance company, Sarah Wells, offers traditional finance services as well as tailored fee-for-service solutions for clients looking for that extra support with their wealth needs.
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Tune in to find out:
- How she moved her whole business from Sydney to Perth
- Why she undertook a financial planning qualification
- What she’s learnt over her 23-year broking career
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The month of November marks The Adviser’s Women in Finance month, as we profile some of the leading women in this industry. As well as the Women in Finance themed magazine, we’ll also be having female-centric podcasts and running profiles and content in the daily bulletin, too.
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