Milena loves helping people. That’s one of the reasons she switched from a degree and a potential career in engineering, to achieving a Master of Financial Planning and a career here at Capital Partners. And this passion shows in everything Milena does for her clients.
She first came across Capital Partners while working for another boutique financial planning firm – our reputation for professionalism and putting clients first had impressed her. So when, in 2018, the opportunity to join our team came along, she grabbed it with both hands. For Milena, it was a rare opportunity to join a firm that’s as professional and passionate as she is – passionate about the potential of financial planning to transform clients’ lives for the better.
At work, Milena thrives on the variety of her role, although she has a special interest in estate planning, wealth accumulation and helping women during life transitions. Outside the office, that’s exactly what she loves – being outside. Milena spends her free time horse riding, doing yoga, hiking, spending time with her rescue dog, relaxing at the beach and travelling to new places.