Meet the Team through our Speed Dating Round #5

Get to know our experts with our "Speed Dating" Q&A! We’ve asked them some quick, light-hearted questions to give you a glimpse into their personalities, passions, and approach to financial planning. Whether it’s what inspires them or their favourite meal, you’ll discover why they’re dedicated to helping you achieve financial success, plus a few surprises along the way.

• What inspired you to work in financial planning, and what do you love most about it?
  • I’ve always been interested in personal finance and growing wealth. At the same time, I enjoy helping people, so financial planning felt like the perfect fit. As a Client Service Officer, I support clients through their financial journeys, answer questions, and help them feel confident about their plans. What I love most is building relationships and making a positive impact in people’s lives.

• If you could give your younger self one piece of financial advice, what would it be?
  • Be patient; building wealth takes time. It’s about steady, consistent progress, not quick wins.
• If you weren’t in financial planning, what career would you be in?
  • I’m fascinated by human behaviour, so I’d love to be a criminal psychologist. Understanding why people act the way they do and helping with investigations really interests me. It’s a different path but still about helping others.

• What’s one small financial habit that can make a big difference over time?
  • Create a budget and stick to it. Knowing where your money goes gives you control and peace of mind.
• What’s one meal you could eat every day and never get sick of?
  • Shrimp pasta is my “go-to meal”. It’s tasty and easy to change up with different flavours.

• If you could have dinner with any three people, living or dead, who would they be?
  • Anna Rizatdinova: I admire her dedication and achievements in rhythmic gymnastics.
  • Vasyl Malyuk: Known for his disciplined and strategic leadership in national security.
  • Oleksandr Usyk: His discipline and success in boxing inspire me.
• What’s one thing on your bucket list that you haven’t done yet?
  • I’ve never surfed before, but I’d like to learn. It seems like an amazing experience.