Sarah Brown

I am an Associate Adviser and Executive Assistant to Natalia. I am currently completing my Professional Year under supervision, and my day-to-day role includes supporting Natalia as she continues to provide excellent services to her clients. I regularly attend client meetings as a second chair to take notes, learn as much as possible, and ensure important details are taken care of so nothing is missed. When I’m not in meetings, I spend most of my workday drafting advice documents and completing additional research to ensure we achieve the best outcomes for each client, no matter how simple or complex their circumstances may be.

I specialise in holistic financial planning. My favourite areas to focus on are helping clients work toward their longterm goals, such as retirement planning, and making the most of available structures and financial platforms to help clients achieve these goals as efficiently as possible.

I enjoy helping clients understand their current financial position and future trajectory so they can plan more confidently and appropriately for the future.

One of the most rewarding moments is knowing that a client understands and appreciates the advice we’ve prepared and feels confident that it will help them achieve their financial goals.