Meet Chloe
Certified and Chartered Financial Planner
As a Chartered Financial Planner, my days are filled helping my clients navigate their financial journeys. I'm here to understand your unique situation, your dreams, your worries, and your goals. Whether that's planning for retirement, saving for your children's education, or buying your dream home. My role involves developing a personalised financial plan that aligns with your aspirations and lifestyle.
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Every day, I delve into the complexities of the financial world and translate them into a language you can easily understand. This way, you can make informed decisions about your money. And don't worry, this isn't a 'set and forget' kind of relationship. I'm here for you, always adjusting and refining your financial plan as life unfolds and your needs evolve. Because at the end of the day, your financial well-being is not just about numbers, it's about empowering you to live the life you've always wanted.
What’s top of your bucket list?
I would love to go on a road trip across North America.
​What are your top life highlights so far?
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The birth of my son, Henry. His arrival changed my world, bringing a new sense of purpose and a love I never knew I had
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Earning my master's degree without attending a traditional university.
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Tell us one thing most people do not know about you?
Something most people don't know about me? I'm a big kid at heart, especially when it comes to theme parks or water parks. I love the thrill, the laughter, the momentary escape from the everyday and now that Henry's getting a little older, it's a joy to share this passion with him and I know have an excuse to go!