Before financial planning, I was actually a marketing graduate. When I decided marketing wasn’t for me, I began studying for a Graduate Diploma in Applied Finance and worked at a stockbroking firm. I loved working there but unless I became a stockbroker, I didn’t see anywhere else I could go – and that career didn’t feel right. After seven years I realised that I needed a new challenge. I met with David Andrew and Michael Matthews and decided that financial planning might be worth looking at.
Collaborate to succeed
It was 2014 when I joined and I was admittedly very unsure to begin with. I barely understood superannuation or family trusts. Despite this, I never felt like I didn’t have opportunities to help me flourish. Senior team members didn’t care about what I didn’t know, they just cared about whether or not I was committed to learning. I was encouraged to utilise the countless resources around me such as training, coaches, mentors, forums, and networking, and put time into my education. As a result, I began to really enjoy the strategy side of financial planning – crafting a strategy to help people and working closely with the families I was assisting.
With Capital Partners, my development journey has always been at a comfortable pace. I was always in control. There were no expectations. Just a commitment that from year to year, there would be improvements. When I think about my journey, I am in awe of how much I have learned and how so many people have helped me. The training and support we receive both personally and professionally are unrivalled. Everyone is willing to lend a hand, lead a training session or share their learnings. I think Capital Partners have embedded this attitude into our culture, and hope it is clear for every new person who embarks on a journey with us.
I think I’m the type of person who would have been able to build a successful career anywhere, but Capital Partners has made me a better team member, better leader, and a better person. I don’t know how many people could say that about their workplace. There aren’t many businesses that would host out-of-office training days, coaching the entire team, including the CEO, on how to have important conversations and give feedback as we do. There is just no cap on development. Experiencing a lack of confidence? We have coaches. Want to finesse your skills? You have a study allowance. That is unique.
Whilst sometimes personal growth is difficult, it ultimately helps us all. I am by no means perfect (ask anyone here!) but I bet I am far better than I would have been without it. It’s crazy that my work did that.
Success on purpose
Looking ahead, I would like to have more opportunities to present the power of wealth management to larger audiences. I have dabbled in presenting, and enjoy it, and believe we can add value to more people this way, so that’s a goal I want to work towards.
I would also love to have a hand in streamlining our administrative duties, helping the team to spend more time on strategy. That would be a professional success for me.
stories from our team
Meet JamesPrincipal Wealth Adviser
We are always seeking motivated people looking to achieve their individual career goals on their pathway to true prosperity. Even if your ideal role isn’t listed, please still message us to start what could be a lifechanging conversation.