A move to live in Perth, WA prompted me to re-look at what I really wanted to do career wise as I headed into my 30s.
We had bought our first home in the UK in 1999 at which time I realised that getting your first mortgage was not as easy as I’d assumed. After trying my bank (the one my mum had walked me into as a kid to open my first account, because “one day you’ll need a mortgage”) who said ‘No, not enough savings’, then trying a broker who said the same, I decided to pick up the Yellow Pages and start making some phone calls. After many hours on the phone I finally found a bank that said ‘Yes’ and we went on to buy a home that within months increased to a value well out of our price range. This experience made me realise I had the problem solving skills and tenacity to work as a mortgage broker. So my new business in financial services started out providing mortgage broking advice to anyone who wanted a hand in doing the hard work to find the right loan and lender.
Six years later I had a call from a client, whose wife had just passed away three weeks after giving birth to their first child. My client was struggling to manage the mortgage that I had previously arranged for them. That phone call left me devastated. This experience made me realise that yes I was helping clients buy their homes, but was I really helping them over the long term? In 2010 I made the decision to train as a financial adviser so that I could help clients to protect themselves against the unknown and have a good plan to manage all their financial affairs. Since then seeing the real positive difference I have made in peoples live’s ensured that my business focus is now centred around managing clients personal risk alongside helping them to grow wealth, pay off their mortgages and plan for a happy retirement.
Recent reviews
At a glance
- Adviser status Silver
- Rating
- Number of reviews 7
- First year providing advice 2010
- Years of experience 14
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Highest qualification
- Diploma of Financial Services (Financial Planning)
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Language spoken
- English
Rigby & Rigby Financial
Como Corporate Centre, Suite 43, 11 Preston StreetComo, WA 6152
Licensed by
Wealth Today Pty Ltd
AFSL 340289