Meet Penny, a dedicated wife and a loving mother to three teenagers. A true local, she has deep roots in the Bayside community, having spent her entire life here.
Meet Penny, a dedicated wife and a loving mother to three teenagers. A true local, she has deep roots in the Bayside community, having spent her entire life here. On weekends, her favorite spot is the sidelines of Melbourne's soccer fields, cheering on her kids while sipping on a comforting cappuccino.
But it's not all about soccer matches for Penny—she's an avid traveler who finds solace in warm, sandy beaches. The beach is her sanctuary, her ultimate happy place where she unwinds and gathers inspiration.
With a career spanning over 20 years in the Financial Services sector, Penny has honed her skills in workplace Training and Client Services. Her extensive experience reflects a deep understanding of the financial landscape, enabling her to provide assistance with our Financial Advisers and clients.
How long have you been working in financial planning for?
I have been working in the financial planning industry for over 25 years primarily as a workplace Trainer at Navigator, Challenger, and Colonial First State Wrap. Working closely with internal stakeholders such as IT and Change Management, my role was to develop process guides, training programs and deliver training to administration and client service staff. In the last 3 years, I have been working at Vista and have witnessed the other side of financial planning which has been truly valuable and rewarding.
Where did you go on your last holiday and what was your favourite part?
I had a 4-week vacation to the Greek islands with my family. We visited 4 islands and our absolute favourite was Paros which is a traditional Cycladic Greek island with white-washed buildings, crystal blue, white sandy beaches, and wonderful food!
What do you do in your spare time?
My spare time is currently taken up taxi driving my three children to their soccer commitments after school and on weekends but I do enjoy a good coffee catch-up (sometimes wine) with girlfriends! I also love the beach so I try to get there as much as possible for a walk or swim (in summer of course).
Favourite sports team?
I am a Pies supporter, the rest of my family are Richmond supporters, unfortunately!
How do you have your coffee?
Skinny Cappuccino!
Securing a home loan isn’t just about how you see your finances—it’s about how lenders assess them. This article outlines practical strategies to strengthen your borrowing position, helping you improve serviceability, avoid common pitfalls, and increase your chances of successfully growing your property portfolio.
Many people dream of a comfortable and fulfilling retirement, yet the reality can look very different without proper planning. This article explores the potential consequences of not having enough saved for retirement, highlighting how financial shortfalls can impact lifestyle, independence, and long-term security—and why taking action early can make all the difference.
Global markets are navigating heightened uncertainty as geopolitical tensions in the Middle East continue to drive volatility across key asset classes. With oil prices reacting sharply to developments in the Strait of Hormuz and central banks facing renewed inflationary pressure, investors are closely watching how events unfold and what this means for the broader economic outlook.
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