Meet Erica White
Erica has been appointed as General Manager and Account Resource Manager. She has over 25 years' experience as CEO and Director in demanding positions. This executive management experience combines well with the knowledge and skills she acquired from establishing and running her own successful financial services firm.
Along with an MBA, Erica has a Diploma of Financial Services and is now working towards obtaining an Advanced Diploma in Financial Planning.
Erica will develop relationships with accounting firms, their clients and other ethical professionals as outlined in Chapter 3 of Bruce's latest book Invest Wisely and Grow Rich. Both Erica and Bruce will work with accountants to make their clients wealthier and increase the services their clients receive.
Should anyone dare to dream?
"Life is inherently risky. There is only one big risk you should avoid at all costs, and that is the risk of doing nothing."
Denis Waitley
This old quote is much more relevant in the dynamic world around us now. Too many sit back and naively think that their superannuation and wealth creation will optimise itself.
At Wise Investment Advisers, we believe that everyone deserves to receive exceptional financial planning advice (and not just the rich getting ever richer). Erica commits to you and your family that she will demystify financial planning and help all of our clients to realise their dreams. Erica works with all of her clients to develop a bespoke financial plan to better profit from dynamic investment opportunities and to protect against life's challenges.
Call Erica on 0400 219 176 now to discuss how she can assist you to build and take the steps to realise you dreams sooner.