07 4638 5011

7 Thomas Street, Toowoomba QLD

Message from Erin

Our valuable and well respected team member Erin Wright has made the tough decision to leave the financial planning profession. 

Erin has been a huge support to our business both professionally and personally and we will greatly miss her loyalty, drive, expertise, and quick wit. We, however, respect and support her decision to spread her wings in a new direction.

 

Our priority at Achieveit Financial Planning is to continue to serve you as our valued client.  Going forward, I will take over the role as your financial planner.  Erin and I have worked very closely over the last 5 years. We are aligned in our process for providing quality advice appropriate for your goals and I can assure you that this will continue.

About Naomi:

For those of you I have not had the opportunity to meet yet, allow me to introduce myself.

-       I commenced working at Achieveit Financial Planning in 2000 and became a qualified financial planner in 2003.

 -       Alongside my partner Chris Kelso, we took full ownership of Achieveit Financial Planning in 2008.

-       I was born and raised in country NSW – and yes, I still support NSW at State of Origin times… I have built up a lot of resilience over the last 20 years of living in Qld when it comes to the footy results!

-       Coming from a small family business farming background, I have a deep understanding of the uncertainty in life, just this year alone we have had drought, fires and now Coronavirus.   I have a firm belief in focusing on what we can control and the importance of seeking professional advice. 

-       I am very passionate about providing financial education and empowering our clients to achieve financial success.  I have held a role on a National Advisory Council and currently hold the positions of Financial Planning Association (FPA) Chapter Chair for Toowoomba/ Darling Downs Region and the Qld Representative for the FPA Regional Chapter Chair.

Achieveit are looking to expand our team, again another challenge during these interesting times.  We will keep you all informed when we find out next amazing team member.