Financial adviser at William Buck Chartered Accountants and Advisers Claire Garrott takes five minutes out of her busy day to tell Wealth Professional about what she wants and loves about financial advice.
Why financial advice?
It’s a fantastic industry to work in and has the ability to do so much for people over the long term.
How would you sum up advisers in three words?
Positive, caring and attentive.
How would you change the industry?
Lessen the need for paperwork and more technology to quicken the delivery of advice.
Best advice you’ve ever been given?
Look after your health above everything else.
What’s the most important thing an adviser can do to develop their business?
Maintain relationships and gradually introduce clients to new ideas that could help them or others close to them.
If you were Prime Minister for one day, what would you do?
Pass a law to give everybody more time to enjoy life.
What’s the biggest challenge facing the industry today?
Advisers who do the wrong thing and damage the reputation of the industry.
What has been the highlight of your career?
Working with a great group of clients, all with different needs.
NRL, AFL, soccer or other?
What’s your favoured style of coffee?
Any coffee that my husband makes.
If you could invite three people to dinner, dead or alive, and excluding family and friends, who would they be and why?
Complete this sentence: If I wasn’t in advice, I would be…
- Sean Connery – to trade favourite James Bond moments.
- Bono from U2 – to make sure that they keeping playing music for me forever.
- Author Elizabeth Gilbert to discuss all the places that she has travelled in her books.
a film and TV classifier (mainly so I could keep up with the latest films and television shows going around).