As 2021 nears, it is the time for new financial resolutions. 2020 was the year…
Meet Jenny Babekuhl
Jenny recently joined our team as a Client Service Manager. She has over 16 years’ worth of experience in the financial planning sector and we are thrilled to have her on board. She brings a wealth of experience which we know will have a positive impact on our business.
What are your qualifications and work experience?
I have worked in financial planning for over 16 years at several different financial planning practices.
What do you enjoy about financial planning?
I love the relationships that you build with clients and being able to see the positive impact that a sound financial plan can have on clients’ lives.
What is the best piece of financial advice you have ever been given?
Watch the cents and the dollars will follow. Basically, watch where you are spending your money and be mindful of the bigger plans or goals you have for your money.
What do you like to do on the weekends?
I love to spend time with my family on the weekends, particularly my two grandsons who are six and two, and my 95-year-old mother. I enjoy going to my local cafe and having a coffee with friends.