21/05/2026
Hello all,
I know I introduced myself a little while ago, but I thought I’d share a little update on my journey here at Scott & Associates Financial Planning.
It’s fair to say a lot has changed since I first joined the company! Back then, it was mainly just Derek and myself in a small two-person office, alongside our wonderful paraplanner Carrie who was working remotely. Fast forward to today, and as you may have seen from our recent posts, our office family has grown tremendously.
My role within Scott & Associates has evolved too. As the need for a full-time Office Manager grew, I realised it was time for me to either step up or step aside. Thankfully, things have worked out brilliantly — Helena has taken on the role of Office Manager and is doing an amazing job, which means I still get to enjoy my four-day weekends with my fur baby 😊 and continue my duties as a full-time mum!
I still absolutely love my role here. These days, I spend most of my time speaking with our lovely clients and helping them with their enquiries, which is something I genuinely enjoy.
I’m incredibly proud of the journey Scott & Associates has been on and it’s been amazing to watch the company go from strength to strength. I’m excited to see what the future holds for all of us!