What if you had someone with you every step of the way?
Meet the team
Brett Schatto
Adviser Profile
Brett is the founder and CEO of Pride Advice.
Born and bred in the Riverland, he moved to Adelaide after finishing school at 16 to study Naturopathy. Unsure of his career course and feeling guilty about his parents spending their hard-earned income on his tuition, accommodation and allowance, Brett decided to change direction.
Brett joined the South Australian Police Force in 1989, starting as a patrol officer and then working as a detective in the area of Criminal Investigation. Brett moved into SAPOL’s Anti-Corruption branch, and then the Serious Fraud Investigation Branch, where he worked on complex and highly-secretive cases, including serious financial planning fraud.
With a young family, Brett enrolled to study commerce at the University of Adelaide part-time and in 2000 left SAPOL to work as a financial planner. Besides completing his Bachelor of Commerce at Adelaide University Brett also completed a post-graduate Diploma in Global Wealth Management. He has also attended Strategic Management Courses at the HEC in Paris, Cambridge, Columbia and Stanford.
In 2003 Brett established Pride Advice and through his guidance the company has won its licensee National Advice Practice of the Year six times in a row in 2016, 2017, 2018, 2019, 2020, 2021.
Brett brings to Pride a unique resilience to help people dealing with their own issues. He has personally watched, suffered and learnt from the deaths of family, friends and complete strangers – and shared his knowledge to make the lives of others easier.
He has delivered death messages and covered bodies at accidents, suicides and murder scenes. He has helped rape victims, broken up fights and investigated high profile people. He has been assaulted and king-hit, and faced his own mortality.
But his personal trials and tribulations are barely a diversion compared to the deep loss he felt when his son Jordan was killed in an accident, aged just nine. Another of his children has undergone life-saving liver surgery with ongoing complications ahead of an anticipated transplant.
Brett brings those experiences to the workplace at Pride Advice, where he specialises in giving financial advice to people changing careers, preparing for retirement or at other key life stages. As a pro bono offering, Brett is also often called to discuss financial affairs with those entering palliative care or undergoing cancer treatment after being impacted by cancer when his business partner Katie, 30, was diagnosed with breast cancer just as she fell pregnant with her new husband. He delivered her eulogy two years later.
Life hasn’t always been smooth sailing for Brett, but he has been able to share those experiences to help others navigate challenging financial times, manage windfalls and prepare for uncertainty. He has developed an empathy around suffering.
Ghenwa Alaeddine
A consummate all-rounder, Ghenwa oversees Pride Advice as the Head of Operations. Ghenwa performs her duties with aplomb. She manages the practice, seeing that business runs smoothly and ensuring staff are happy and have all the resources to perform to the highest level.
Ghenwa understands all aspects of financial planning as she is a qualified financial planner and has completed her FASEA accreditation in 2020.
Outside of work, Ghenwa enjoys spending time with her Son Zein and Husband, watching Port Power and catching up with family and friends.
Jolie Boyce
With a distinguished 20-year tenure in the financial services sector, Jolie brings a comprehensive background encompassing paraplanning, personal advice, compliance, and most recently, practice management. She is fervent about fostering enduring relationships both with clients and team members, underscored by her exceptional listening skills, empathy, and knack for devising practical solutions. Jolie is a staunch advocate for the critical role financial advisers play in enlightening and enabling clients to navigate their financial choices confidently. She finds profound satisfaction in watching advisers guide their clients towards achieving outcomes beyond their initial expectations.
Jolie possesses an in-depth understanding of compliance, continuously keeping abreast of sectoral and regulatory developments. Her academic achievements include earning a Graduate Diploma in Financial Planning.
Beyond her professional pursuits, Jolie is an avid reader with a deep appreciation for music and piano. She also cherishes exploring new destinations as well as revisiting cherished old ones in her travels.
David Slovinec
Adviser Profile
Dave is our specialist risk adviser. He has worked in financial services since 2007, and has developed extensive knowledge of the industry and diligently assisted clients through their insurance and superannuation needs. He has also worked with SME’s and their teams to educate them on superannuation and insurance to equip them with knowledge so that they can make better informed decisions about their own superannuation and superannuation requirements.
Prior to Financial Services, Dave gained people and management skills whilst working as a sales manager and running a sales team.
As part of Dave’s philanthropic work, he has chosen to give back to the financial services industry by spending seven years on board of the Association of Financial Advisers (AFA) where he played an extensive part supporting the financial adviser community. His commitment to the community also extends to supporting families caring for children with rare illnesses in the form of an annual event - ‘The Super Loong Lunch’ – now in its 8th year. Since its establishment he has played a major role in raising more than $300,000 to help provide children with lifesaving medical treatments.
Outside of work Dave supports the greatest football club (Port Power) and loves going to the games with his 2 daughters. He is also an avid cook and loves cooking up a storm in the kitchen.
Renay Richardson
Adviser Profile
Renay has worked in the financial services industry for over 20 years working in various roles within financial planning and funds management. As an adviser, Renay enjoys assisting her clients to achieve their retirement goals whether that be regular travel, helping their children financially or enjoying their lifestyle on a day-to-day basis.
She enjoys helping clients to maximise any Centrelink entitlements they may be eligible for and feels privileged that her clients trust her to help them manage their life savings!
Renay completed her Aged Care Accreditation (ACS Accredited Aged Care Professional Program) in 2019. This accreditation allows her to provide advice to clients and their families on the strategies that are available to fund the accommodation costs when placing someone in Aged Care. This includes, paying a RAD or DAP, whether to keep the family home. The end decision the family makes may not always be the best financially but exploring the various strategies enables them to make an informed choice (e.g. keeping the home).
In her time away from work, Renay enjoys spending time with her family, watching sport (particularly Aussie Rules) and is looking forward to the return of live music.
Tracey Boam
Adviser Profile
Tracey Boam is a Senior Financial Planner whose key focus is to help her clients achieve their goals and to make positive changes in their lives.
She entered into the Financial Services Industry in 2003 after a career as a Hairdresser, Technical Consultant and Hairdressing Teacher; working in both Adelaide and London. Tracey believes the skills and work ethic that she has learnt in her previous career provides her with the empathy and understanding to work with clients of all ages and life stages.
Tracey is a Certified Financial Planner holding the highest designation in Financial Planning in Australia. She is currently studying towards a Graduate Diploma in Financial Planning as she believes her education is integral to her role to better help her Clients.
She believes that the most important part of her role is to help her clients understand their financial journey and achieve the financial future they choose.
Tracey works with Clients of all ages and has a special interest in “Women’s Financial Planning”.
Outside of Work – she barracks for the Adelaide Crows and enjoys time with Family and Friends.
Astrid Lynch
Adviser Profile
I am wildly passionate about helping people achieve their dreams and believe that everyone can do this regardless of how much they do or don't have. I've completed 17 years in the corporate world, 5.5years as a CA with KPMG before making the move into Financial Planning which is where I have worked for the past 12 years.
I am married to my partner Ben and we have two beautiful blonde boys - Jensen 6 and Ezra 2. I come from a big European family so spending time with family over food is one of my favourite things to do. Otherwise, I like to try new things, travel, socialise and enjoy exercising and love to read, although do have an ever growing "to-be-read" pile, much to Ben's dismay!
Grant Lange
Adviser Profile
Grant brings to Pride Advice a wide range of expertise and over 32 years of experience as an advisor. He is a Certified Financial Planner, holds a Diploma in Financial Planning, is a member of the Financial Planning Association and was elected in the inaugural group of Fellow members of the Self Managed Super Association as a Superannuation Specialist Advisor. His primary focus is directed towards helping people maximise the probability of achieving their objectives and making smart decisions about money. Grant places great emphasis and focus upon his clients’ loyalty and trust – this to him is immeasurable.
Grant’s hobbies include playing golf, supporting the Crows in the AFL and Norwood in the SANFL, taking in movies, enjoying fine wine and food, travelling and actively supporting both his daughter’s sporting pursuits.
Malcolm Brown
Adviser Profile
After entering financial services in 1986, Malcolm has gained a wealth of experience across the board through a diversity of roles with life offices, fund managers and financial planning practices. In 2004, he gained his Diploma of Financial Planning and in 2008 accreditation as a Certified Financial Planner, making him a member of the FPA. Even within financial planning, he’s explored every avenue, working in administration and client service, before becoming an adviser. What this means for Malcolm’s clients, is a formidable knowledge that crosses every aspect of our industry, along with an insight into how to create a package appropriate for your precise situation. As a mark of the man, it now gives him considerable satisfaction to pass on his vast expertise on the technical sides of the profession to younger staff. Outside of work, Malcolm enjoys playing golf, watching most sports, and spending time with his wife and two daughters. With these qualifications and experience, he is well qualified to help clients to achieve their financial goals.
Helen Arthur
Paul Murphy
Adviser Profile
Paul Murphy has an Advanced Diploma in Financial Services and has been providing advice and solutions for clients since 1992.
Paul’s history goes back even further to 1988 when his now wife Angela Hutchinson commenced in the financial services industry. Together they have been an integral part of growing the business through dedicated quality client service. Paul is passionate about providing clients with simple and creative solutions to their financial needs and objectives.
Paul Murphy is an authorised representative of Pride Financial Pty Ltd. AFSL No. 238429
Qualifications:
Advanced Diploma of Financial Services.
Adv Dip FS (FP).
Paul is a member of the Financial Advice Association Australia (FAAA) who are an innovative association that share the value of great advice for more Australians.
Paul is a Registered Tax (financial) Adviser with the Australian Government Tax Practitioners Board.
Brenton Marriott
Adviser Profile
Brenton is a Fellow of the Institute of Chartered Accountants and holds their Financial Planning Specialist designation. He also holds a Bachelor of Economics degree from Adelaide University and has been in the investment/finance/accounting industry since 1978.
Brenton specializes in the investment management area, helping clients to create wealth, to develop the most appropriate strategies and tax structures for their needs and thereby enabling them to enjoy financial independence. This encompasses the areas of superannuation, including ‘self managed funds’, pensions and Centrelink benefits for those approaching or at retirement. Brenton is passionate and focused on providing his clients with the most appropriate solution to their financial needs without taking inappropriate risks.
Qualifications:
Fellow of the Institute of Chartered Accountants and holds their Financial Planning Specialist designation.
Bachelor of Economics degree from Adelaide University.
Aged care and Self Managed Super fund Specialist Accredited.
Registered Tax (Financial) Adviser with the Australian Government Tax Practitioners Board
Geoffrey Burton
Senior Financial Adviser
Vanessa Di Cola
Vanessa has been a practising professional in the financial services industry for over a decade. She believes that good financial advice needs to be tailored to individual needs and adaptable to change with clients throughout their personal, business & financial lifecycle. Based on her experience in working with clients of all demographics, she is of the firm belief that financial planning should be incorporated into an individuals financial journey as early as possible, to ensure their financial foundations are established with a clear direction as to what their objectives are and how they will be achieved.
Andrew Hunter
Adviser Profile
Andrew is a seasoned professional with over 17 years of comprehensive experience in customer service, including 8 years of dedicated service within the financial services industry. Over the past 6 years, he has flourished as a qualified Financial Adviser, specializing in the art of simplifying complexity to deliver clear and comprehensible financial advice.
Andrew's commitment to making a meaningful difference in the lives of others is exemplified in his outstanding work within Work Cover & Insurance Claims. Beyond assisting clients through challenging circumstances, he is adept at providing sustainable, long-term solutions that ensure their financial well-being.
Outside of his professional pursuits, Andrew is a devoted family man, cherishing his role as a husband and father to a vibrant five-year-old son. He actively engages with his local community through involvement in various sporting clubs, nurturing his passions for golf, cricket, and football.
With Andrew, clients receive not only a wealth of expertise but also a genuine dedication to their success and satisfaction. His blend of professionalism and compassion makes him a trusted advisor and valued member of any team.
Emma Casasola
Adviser Profile
Drawing from over 13 years of extensive experience in the financial services sector, Emma is a seasoned professional with a versatile skill set encompassing administration, customer service, and financial planning. Over the last decade, she has dedicated herself to serving as a Financial Adviser, showcasing a steadfast dedication to simplifying intricate financial matters and delivering enduring solutions tailored to her clients' needs.
Emma's expertise lies in creating concise, comprehensible, and effective financial strategies customized to meet the specific requirements of every client. Her dedication is centred around simplifying complex financial concepts and delivering strategic recommendations that enable clients to make well-informed choices.
Outside of her professional pursuits, Emma finds fulfillment in cherishing moments with loved ones, exploring culinary delights, cycling, and engaging in CrossFit. These hobbies mirror her diverse character and dedication to a harmonious lifestyle.
Vicki Eickhoff
Vicki Joined Pride Advice in 2021 with her almost 8 years’ experience in the financial planning industry. Vicki is highly educated, having completed a Bachelor of Finance, a Master’s Degree in Commerce, a Master’s Degree in Professional Accounting, and a Diploma of Financial Planning.
Vicki embodies Price Advice’s core values, she is ambitious to continue to build on her passion for regulations, legislation and compliance standards in the financial industry and ensuring the highest level of client satisfaction. Vicki possesses strong analytical skills, critical thinking, high attention to detail and an exceptionally data-oriented mentality.
Outside of work, Vicki enjoys spending time with her family, exercising and socialising.
Angela Tolari
Angela works in our Paraplanning Team preparing Statement of Advice documents.
She has been in the financial planning industry for more than 15 years, 8 of those years with Pride Advice.
Angela finds Paraplanning to be very rewarding and she loves that she has the chance to interact with clients as well.
Outside of work, Angela enjoys hitting the gym, taking a yoga class and watching her beloved Crows.
Elizabeth Anderson
Elizabeth is a seasoned professional with a wealth of experience spanning over 15 years in the financial service industry; her diverse background includes expertise in mortgage broking, tax accounting, and financial planning. For the past nine years, Elizabeth has been an integral part of Financial Lifestyle Solutions SA, where she has consistently demonstrated her commitment to simplifying financial complexities.
Elizabeth specialises in crafting clear, understandable, and actionable financial plans tailored to each client's unique needs, and her passion lies in demystifying financial intricacies, and providing clients with strategic solutions that empower them to make informed decisions.
Elizabeth is enthusiastic about the transition of Financial Lifestyle Solutions SA to Pride Advice, foreseeing fresh opportunities for both the staff and clients. She looks forward to contributing to the growth of the organisation personally and professionally, leveraging her expertise to navigate the evolving landscape of the financial services industry.
Beyond her professional accomplishments, Elizabeth joys in spending quality time with her husband and two children, catching live sporting events and soaking up the theatre. These interests reflect her well-rounded personality and commitment to a balanced life.
Lachlan Schatto
In 2021, Lachlan graduated from University where he undertook a Bachelor of Commerce Degree and is currently completing his Financial Planning studies.
Cameron Dennert
Cameron joined Pride Advice in 2023 with more than 12 years' experience in the financial planning and banking industries.
His areas of expertise include technical planning, developing strategic solutions, profiling and analysing investment products.
Outside of work, Cameron enjoys fitness, American sports, travel and spending time with his friends, partner and his staffy, Lincoln.
Nirva Stead
Nirva joined the Financial Planning industry in 2019 and recently completed her Certificate IV in Finance. Her role as a Client Services Officer includes helping clients with queries, preparing and processing paperwork and most importantly ensuring a smooth implementation process for clients from start to finish. Every client case is different, allowing her to continually expand her skill set.
What makes her role most fulfilling, is that everyone at Pride Advice shares the mutual dedication to helping our clients get the best client service, it is a very collaborative environment. The knowledge and skill set of the staff at Pride Advice is a benchmark in the industry, and this is reflected in the awards won by the Practice. We have the best people working here, sharing their vast knowledge.
Her role is rewarding because working in the financial industry – “I learn a lot more about my personal finances. I get in the right mindset, and gain the necessary skills to achieve my long-term personal financial goals”.
Outside of work Nirva is an avid lover of plants. She enjoys propagating and reading up on them. She also enjoys spending time with her husband, singing, reading and socializing.
Alicia Chamberlain
Alicia joined the financial planning industry in 2013 at Bailey Capital Management now merged with Pride Advice. She completed a Bachelor of Business Degree at the University of SA in 2016 whilst starting her role at Pride Advice as Client Services – Team Leader.
Alicia is a hard worker with a friendly and caring nature. Alicia has a passion for ensuring the client’ needs and objectives are met as someone once told her "to take a step back and put yourself in someone else's shoes". Everything Alicia does revolves around producing the best outcome for our clients. This is reinforced when Alicia won Support Staff Member for 2019 for RI Advice Group Pty Ltd, an accolade awarded by the dealer group to someone who demonstrates, consistent high performance, exceptional client service and a commitment to growing their business.
As an Associate, Alicia will work alongside the Financial Advisers to research and build the appropriate strategies for our clients to ensure they continue to achieve their goals and milestones throughout life. She is eager to continually develop her knowledge base which will reflect in the service she continues to provide our clients.
Outside of work, Alicia enjoys spending time with family and friends. She enjoys travelling with her husband (especially at Christmas time), reading and relaxing on the weekends.
Mark Slatter
Mark rejoins the team as a Senior Client Services Officer and will play a big part in our support team due to his experience and knowledge in financial services. He had a strong, trusting relationship with clients and we're sure you will be very pleased to see his familiar face back with our team.
Janet Pawlak
Janet has been working in the finance industry for over 20 years and in 2016 made the move to Financial Planning, joining Pride Advice in 2021. During her time in the industry, Janet has developed many skills and brings a sound knowledge base to her role at Pride Advice and is always looking to learn and build on her expertise.
Her attention to detail and work ethic enable Janet to perform her role with efficiency. As she is often one of the first point of contact with us, Janet prides herself on her strong client focus and enjoys making the Pride experience seamless and enjoyable for everyone.
Outside of work, Janet has many interests that include; netball, socialising with family & friends and is a passionate supporter of the Port Adelaide Football Club.
Deanna Barbaro
Deanna commenced working in the financial services industry in 2016, joining Pride in 2021. Over that time, Deanna has developed the knowledge and skills to diligently perform the duties of a Client Service Officer, and is always willing to learn more and build upon her expertise. In 2020, she began studying a Diploma of Financial Planning and aims to continue her studies into the future.
Her attention to detail, strong work ethic and high-level organisational skills enable Deanna to perform her role with precision and efficiency. As she is often a client’s first point of contact with us, Deanna knows and values the importance of clear communication and teamwork. She prides herself on helping clients enjoy a smooth and seamless experience.
Outside of work, Deanna enjoys spending time with her family and friends and supporting Port Power.
Emile Noujeim
Emile boasts six years of experience in the finance industry before transitioning to financial planning, joining Pride Advice in 2024. With a Bachelor’s degree in Economics and Finance under his belt, Emile cultivated a profound interest in all facets of personal finance and its profound impact on individuals' financial and mental well-being during his years of study. It is this very passion that drives Emile's aspiration to make a meaningful impact in the field. Outside of work, Emile finds pleasure in reading, dining out, and spending time with family and friends.
Andi Forte
Andi joined the Pride team in 2020 and comes with 25 years of management, customer service and entrepreneurial experience. In that time her customers have come to value the high priority she places in meeting their needs. She has developed a style that is cordial and relaxed while being thorough and effective. Andi prides herself on her strong customer service ethic and attention to detail. Her experience and care are a valuable asset to the Pride Advice team.
Outside work Andi is family oriented and loves to cook with her husband and two children, sew, make jewellery and also finds time to volunteer at her children’s school.
Leah Langdon
Leah has worked in Financial Services since 1982, working in the Savings Bank for 14 years before joining the Financial Planning Industry. She has been a Client Services Officer for over 27 years and over that time has developed broad knowledge. Leah’s priority is to look after clients to the best of her ability and has a good relationship them. She is focussed on finding solutions and to ensure that all compliance is met.
Leah loves to be active, enjoying gym workouts, long hikes and bike rides, but most of all walking her beloved dogs on the beach. She is happy being with her family and friends, enjoying good food & wine.
Robyn Keyes
Robyn has been a part of the financial planning industry for over 5 years as a Client Services Officer, assisting financial planners with end-to end support, this includes due-diligence and compliance. Her previous experience in customer support and administration has been gained across multiple industries including mining, chemicals and retail. She is an approachable and adaptable team player, willing to ‘go above and beyond’ to support colleagues and meet client needs.
Outside of work, she’ll hit the road and turn pedals on her bike whenever possible, loves food, wine and spending time with family, friends and her trusty Border Collie named ‘Dusty’.
Ashleigh Jocks
Client Services Officer
Nicole Rozman
Reception / Admin
Jennah Murray
After 15 years as a retail assistant and manager in the fashion industry, Jennah wanted a change of scenery, different job opportunities and to take on new challenges while still fulfilling an excellent standard of customer service.
In 2018, Jennah joined the Pride Advice team and quickly became an integral part of the client services team. Her extensive customer service experience has proved invaluable and has assisted her in her role at Pride Advice.
Jennah is the reliable, trustworthy and enthusiastic face you see at the front desk Monday to Friday and comforting and helpful person answering your calls, queries and directs you through to the extended Pride Team.
Outside of work, Jennah is an avid animal lover with a particular affection for our native birdlife. She enjoys supporting Port Power and exploring new Vegan eateries.
Bec Holman
Receptionist
We pride ourselves on the best advice.
With consecutive wins of the RI ADVICE Awards - you can feel safe we will be with you every step of the way..
Hear what our clients
have to say about us....
Why our clients love what we do
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Knowledgeable & Ethical Team
Knowledgeable & Ethical Team
We are extremely happy with the professional services and advice we receive from the team at Pride Advice, they took the time to assess our situation and requirements and provided timely advice. Being able to draw upon a wide range of skills and experience across financial planning and risk management services gives us great confidence that our financial affairs are being well looked after. It is certainly a pleasure dealing with a knowledgeable and ethical team who are interested in our needs.M B -
Well Worth the Peace of Mind
Well Worth the Peace of Mind
We can not recommend Pride Advice highly enough, to not only look after our finances, but also to take care of Centrelink for us. We have nominated Pride Advice as our nominee for Centrelink, so they can update and sort out any issues that arise. The fee to have Pride Advice negotiate Centrelink is well worth the peace of mind, and our sanity knowing that it is done correctly. We can go about our daily life, go on holidays in our retirement and not even think about any of our finances, knowing they are being expertly handled. Thank you Andi for being so patient with us, and your knowledge dealing with Centrelink is priceless.MH & BH -
Financial Advice Tailored Perfectly
Financial Advice Tailored Perfectly
Receiving financial advice from Pride Advice has given me a greater education, understanding and confidence with investments, and impressed upon me the importance of having the correct level of insurance cover, all tailored perfectly to my needs.KJ -
Highly Experienced in Their Field
Highly Experienced in Their Field
We have been clients for 2 years now at Pride Advice and during this time we’ve been very impressed with the clear direction and guidance we have received. Our adviser has worked together with us in establishing a clear sound plan for our future financial needs and we now have a very clear vision. I would absolutely recommend to anyone looking to seek financial or wealth planning help from those highly experienced in their field to offer sound advice .T S -
Many Thanks to Pride Advice
Many Thanks to Pride Advice
5 months ago, I sustained an injury outside of work which still today has not healed, and have been unable to work since. My income protection has come to the rescue and has supplemented all that lost income, something I thought would never have been needed. Not only has it relieved the pressure financially, but mentally it had been an incredible comfort and relief and removed all stress and strain. Instead of being forced financially to return to work prematurely, and risk aggravating or causing further damage, I can instead focus on my recovery and healing correctly and returning to work when it's safe for me to do so. Income Protection has proven to be such a blessing indeed, and can't imagine the situation we'd be in if we didn't have it. Many thanks to Pride for their management, guidance and overseeing of my claim.HP -
Polite & Friendly Staff!
Polite & Friendly Staff!
In particular, I would like to say that I have always found the staff at ‘Pride Advice’ polite and friendly, and that they have always gone beyond what could normally be expected to be of help. Furthermore they have always been available to speak to me over the phone, and have always shown themselves eager not only to deal with my specific concerns, but also to prioritised their endeavour to enhance and promote my financial goals along the way. I should also add that I have found their fees to be quite reasonable – considering the complexity, the quality, and the entirety of their annual professional input that has been required in my cases over the years.J K -
Staff Are Highly Knowledgeable
Staff Are Highly Knowledgeable
Exceptional service from the first point of contact all the way to professional statements of advice. All staff are highly knowledgeable and appear to know every client and their individual needs. Highly recommend an appointment.AS -
Outstanding Customer Service
Outstanding Customer Service
My husband and I have had the pleasure of working with Andi Forte, Client Services Officer, Pride Advice for close to 2 years now and ongoing. During this time Andi has supported us both with a diverse range of lengthy applications for lodgement with Centrelink, Services Australia. Andi’s professionalism, outstanding customer service, understanding of government processes, attention to detail, follow up, and overall general skill in her area of expertise is exceptional. In addition, Andi is articulate across all forms of communication/processes; personable; approachable; displays humility, empathy, and understanding of her clients individual circumstances.Client -
They Are Easy to Work With
They Are Easy to Work With
Making a decision to work with a Finance Adviser is almost as intimate decision as choosing a partner. You need to trust them and know they will have your back and keep you safe. I have been a client of Pride for over 10 years and I think the sign of success for any external partner is that they are easy to work with, responsive, active at developing and ensuring they are constantly learning new things and most importantly, are passionate and driven to not just help you achieve your goals but overachieve them. Repetitively winning practice of the year demonstrates their commitment to all of these things.P K