Thoughts from advisers

We reached out to some advisers and other experts in the industry for their thoughts and opinions on the job, advice they’d give to people looking to get into the financial services industry, what they’re looking forward to and steps people can take to set themselves on the best financial path at different stages.

Wilhelmina Eveleens, Financial Adviser – Risk at InsuranceBASE

What is the most rewarding part of your job?

Supporting clients to make better financial decisions.

If you could give one piece of advice to someone looking to get into the financial services industry, what would it be?

Align yourself with the best people in the industry (and sign up to QuoteMonster!). 

What is something you are looking forward to about the industry over the next 10 years?

Seeing the quality of advisers and advice improve.

What steps can people take to set themselves on the best financial path in their 20s, 30s, 40s, 50s, and 60s?

Save, save, save … and make sure your KiwiSaver is appropriately invested.

What’s the last book you read?

Stolen Focus - Johann Hari.