Donna’s favourite inspirational quote:
“Everything is hard before it is easy.”
– Johann Wolfgang von Goethe
Donna is primarily responsible for the research and analysis that supports the advice we provide. She works closely with the Financial Planners to review and analyse our clients’ circumstances and compare alternatives for their unique situation, and then prepare written recommendations.
After a brief career in accounting, she found her true calling in Financial Planning. She has been working in Financial Planning since 2000, working across administration, client services, and advice, with the last 10 years working as a paraplanner.
The part of her work she enjoys most is finding simple solutions to complicated problems so that clients can make informed decisions confidently. When she finds that optimal point that creates the best possible outcome for our clients, it makes her day.
Outside of work, you’ll find her spending quality time with family, dining out and exploring delicious flavours from around the world, reading books, sketching, and playing tennis.