Bronwyn Holzheimer
Principal.
No quest is too small or inappropriate, the satisfaction of helping others brings sunshine and motivation to me. Relationships are important, making complex things simple gives pleasure and drives me to engage in constant never ending improvement for all stakeholders. Having the ability to adapt our service and delivery to suit our customers is at the forefront of our desires.
I love to visit customers in their own environments, engage in their business, see their enterpeurship, share their goals, experience their life experiences and be beside them every step of the way. No act of kindness is every wasted, we can keep you fully informed of every decision before you make it. I love investigating new ways to do the same thing, thinking differently, finding things to improve, not just for monetary gain, perhaps for better work life balance or giving another the ability to sleep easy at night.
Having lived and worked in rural areas on the land, I understand the tuff gig for rural customers. This is unique on the coast as a large number of advisors struggle to relate to the seasonal influences and challenges of rural businesses. My qualifications and experience brings to the table a unique combination of business services and financial planning. Planning and strategizing for the future, building wealth outside of your business, sharing the journey with you during your working life into retirement and then assisting you with your succession plan.