Rebecca Taylor

As a Certified Financial Planner, Becky Specialises in working with our clients to create a relationship of trust where we really get to know our clients, and what they want to achieve. Becky's role is to establish a clients aims for the present and the future, by discussing lifestyle and aspirations and helping to create a 'plan' to help them achieve these aims. The Certified Financial Planners License is an international qualification recognised around the world as the standard for Financial Planning. Becky is also a Fellow of the Institute of Financial Planning by qualification. As a strong believer in Financial Planning Becky devotes a considerable amount of time developing the profession and is the current President of the Institute of Financial Planning and sits on the council of the International Financial Planning Standards Board. She would love to speak to anyone who has reached a point in their life where they need help and reassurance on their future. This may be someone approaching retirement, or within perhaps 10 years of retirement and has concerns about how to structure their income when they are no longer earning. A large part of the work Becky provides is the conversations around your lifestyle and how you would like to live when you have all the time available! One of the questions she is often asked is Do I have enough money? We work with you to structure things to give you peace of mind that you will never run out money.