Hi I’m Tracey, Owner and Senior Adviser at First Advice Solutions. We are an Adelaide based boutique financial planning group, who specialises in helping clients secure their financial future. Being a small group we are able to tailor our services to each client and love nothing more than developing a close relationship with our clients and educating, motivating and giving them strategies to secure their future.
We have 6 staff working together to ensure our clients receive exceptional service and advice. As a team we have received many National Awards, nominated by our peers and clients.
// What do you love most about being in business?
I love my work, my team and my clients. I love the autonomy of working with different clients and providers, and supporting them to identify, manage and meet their goals. I have been able to build a business that I am very proud of, whilst combining it with caring for my 5 children and family.
// What were you doing prior to your business and why did you get started?
In 2000 I was working for another Financial Adviser, and was disgruntled with the ‘sales process’ and inflexibility for both staff and clients. I was offered the opportunity to be mentored in starting my own business, which was pretty scary for a single Mum! But I got started and have never looked back!
// What has been your biggest hurdle?
My biggest hurdle initially was being taken seriously in a very male orientated profession. But I think the combination of strong knowledge, education, empathy and exceptional communication skills, has meant we have built a fantastic business that is now solely reliant on client referral’s.
// Do you have a favourite SA business that you are passionate about supporting
First Advice Solutions is a big supporter of many charities as a team (Cancer Council Morning tea, Cancer Council Pro bono program and Dementia Walk to name a few) I personally find it a very difficult task doing the Pro bono work, but helping a family in dire need of assistance makes me feel proud. I am also a member of the Future 2 SA community – where financial planners fundraise and make 8 x $10,000 grants each year to charities who support disadvantaged or disabled youth.
// What advice would you give other women wanting to start a business?
Do it! It wont be easy, but it will be rewarding. Seek advice from your peers, share your story, and be resilient and open to change. Enjoy and control your future!