As I started reading everything I could about money this little spark formed inside me. It’s made me a better investor for myself and for my clients.
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Since then, my investment strategy and portfolio have been built using trial and error, as well as some great wins (and of course, losses!). I didn’t even know he had entered the raffle until he came home with a stunned look on his face. We don’t typically purchase lotto tickets or enter raffles so this win was a massive surprise. This ‘investment’ was added to our portfolio around six months ago when Mark entered a charity raffle. Biggest portfolio holding: Currently a 1967 Shelby GT500 Eleanor Ford Mustang.Other investments we hold directly via Bell Direct share trading accounts and we also invest directly in managed funds. Products used: A combination of real assets (a 1967 Shelby GT500 Eleanor Ford Mustang) and direct residential property (I am a New Zealander with a love for the property market!).It’s something I tell my clients to do (within reason), as you never know what life will throw your way. My partner, Mark, and I want to make sure we can do the things we want in the short term and also have a plan for our future. Investment goals: To ensure that I can enjoy both my present and future.I do not regret changing my career direction – I absolutely love what I do and the people I get to help along the way. I started out as a paraplanner and have progressed to an adviser. Years working as an adviser: I've worked in the industry since 2014, having pursued a career in financial planning after nearly a decade working in law.In this Meet the Adviser profile, you learn more about Nicola and her work in financial advice, including her biggest investment, a 1967 Shelby GT500 Eleanor Ford Mustang - which her husband miraculously won in a $100 raffle. While there are currently 25,600 Australians living with MS, Nicola hopes to expand the network further, so advisers can help those impacted by any illness or disease.
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She's now the chair of the Pro Bono Financial Advice Network, an organisation that matches those living with MS with a trusted financial adviser. And after a few early setbacks, Nicola has established herself as a trusted name to hundreds of clients - young, old and those living with illness and disabilities. She's made mistakes along the way (haven't we all), but has taken them in her stride. Abandoning a nearly decade-long career in law, she pursued a calling in financial advice, where she would be able to help other people, like her father, find financial freedom in truly difficult times. Having witnessed the struggles her father suffered after a diagnosis with Multiple Sclerosis in his mid-50s, Nicola decided she needed a career change. She's wonderfully warm and genuine, openly sharing her story with this writer as if we had been friends for decades (and maybe, now, we will be). Nicola isn't exactly a hard nut to crack.