Naomi aims to help clients become more intentional with their finances to uncover hidden opportunities and avoid costly mistakes.
Her work life started in merchandise planning for market-leading fashion and homewares companies where profitability rests on a well-defined strategy and action plan. After nearly 10 years in the industry and life’s circumstances, her outlook shifted. Naomi says she felt more driven planning towards financial goals with a people-focus over a product-focus, which led her to a career in financial planning.
Now as a financial planner, Naomi works with business owner-managers and solopreneurs, with an affinity for creative and innovative fields. Together with her clients, she explores what they want their business to achieve beyond making money and define their goals based on what matters to them. What she enjoys most is then using these goals to design visual roadmaps to support decision making, so that clients can navigate key stages of their business journey with confidence.
Naomi's professional background naturally lends itself to a creative approach to delivering outcomes, drawing from a wide range of corporate expertise through her relationships with trusted professionals.