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Jenna Carey

Senior Financial Adviser

BCom, AdDipFP

Coming from an accounting background, I was drawn to financial planning for the forward-looking approach and long-term relationships I get to build with clients.

I love the technical side of my role, unraveling complexity and figuring out what clients need to do. That “aha” moment when everything clicks in place for a client is so rewarding.

Though I work with clients from all stages of life and walks of wealth, my focus is women going through major transitions – divorce, widowhood, inheritance. I understand this brings overwhelming emotions. My role is listening deeply so I can educate sensitively.

I’m curious and am energised by constantly learning. It’s why I get so much fulfilment from my role as a Financial Adviser – everyday is different, I get to meet new people and solve new challenges.

Away from number-crunching, you’ll likely find me playing tennis, watching cricket or walking my dogs on the beach. Regular adventures keep me balanced and inspired.

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