Financial Strategies for Business Owners
Brooke Berry, Financial Adviser at Agilis Accountants, is dedicated to helping clients feel empowered and in control of their financial life. In this episode, she shares her work on providing growth strategies and helping business owners manage their funds and protect their assets, and how business owners can overcome the fear of letting go of their business and feel in control of navigating retirement.
Brooke had a successful 16-year career in the corporate sector and her last role was working as a Business Development Manager in Funds Management. She was responsible for the distribution of an extensive suite of superannuation and investment products. However, possessing a sense of unwavering integrity in everything that she does fueled her drive to leave the corporate world where she established an independent professional development event called The Investment Committee for the professional adviser community.
Brooke holds a Diploma in Financial Planning (Kaplan) and a Graduate Certificate in Applied Finance (QUT). She is now working on obtaining her Master of Financial Planning at Griffith University.