Award-winning Financial Planner │ Inspirational Speaker │ Facilitator
Keynote Speaking
About Me
Awards
Workshops and Keynotes
The Connected Adviser
- Winner – National Adviser of the Year (Securitor)
- Winner - Victorian Adviser of the Year (Securitor)
- Winner – Most Trusted Practice Vic/Tas (Beddoes Institute)
- Winner – Most Recommended Practice Vic/Tas (Beddoes Institute)
- Finalist - Female Excellence in Advice Award (AFA/TAL)
The Connected Adviser
Workshops and Keynotes
The Connected Adviser
Heidi is a multi-award-winning adviser with over 22 years of experience working in the Financial Planning profession.
After a serious neck-injury in 2014 that nearly derailed her career and made her question her value as an adviser, Heidi turned inward and learned valuable insights into how to be a more connected adviser. It is this passion and desire to share her insights that drives her today.
Through her engaging speaking-style, hard-hitting examples and practical experience, Heidi will move the audience into taking action.
Workshops and Keynotes
Workshops and Keynotes
Workshops and Keynotes
As an award-winning planner, Heidi will bring new life and connection to your next event. Contact us, and we can design a workshop or presentation that fits your needs or you can select from a range of topics.
Presentation Topics
Get in the Ditch
Camouflage the Self-Sabotage
Camouflage the Self-Sabotage
Human connection is critical if professional advisers are to combat the robots and AI on their doorstep. Heidi delivers powerful insights and easy-to-implement tips in gaining greater client engagement and deeper relationships with clients.
This can be delivered as a Presentation or a Workshop.
Camouflage the Self-Sabotage
Camouflage the Self-Sabotage
Camouflage the Self-Sabotage
Why do we continually sabotage our goals? How do we overcome this? Hear from Heidi, with over 20+ years experience, to learn powerful tips that highlight how the ordinary can become extraordinary.
Should is a Dirty Word
Camouflage the Self-Sabotage
A whole lot of health, a little bit of wealth and something to do
The difference between what 'should be' versus what 'is' causes stress, angst and frustration. Learn how to push through this frustration using three key tips which includes the 'next easy step'
A whole lot of health, a little bit of wealth and something to do
A whole lot of health, a little bit of wealth and something to do
A whole lot of health, a little bit of wealth and something to do
When you are nearing retirement there are a number of hurdles to overcome. Let us share with you insights on how we've helped others through this time to provide clarity and certainty.
Do you have the looming Aged Care decision for a loved one?
A whole lot of health, a little bit of wealth and something to do
Do you have the looming Aged Care decision for a loved one?
Making a decision for a loved one moving into care can be scary and very daunting. You will walk away armed with important information and useful tips giving you peace of mind before making a decision
Super is Sexy!
A whole lot of health, a little bit of wealth and something to do
Do you have the looming Aged Care decision for a loved one?
Learn to love Superannuation and boost your knowledge to impress your friends. Whilst the content can be dry, this enjoyable and charming presentation will leave you smiling and more engaged with your super
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