"I entered the financial planning industry because I wanted to help people change their relationships with money. Growing up I believed money was important in determining your social status and was a means to control (sometimes both people and situations!) This was not a healthy relationship with money and as time went on and I earned my own money, my relationship with money changed. It became clear to me that people all have relationships with and attitudes towards money, whether they realise this or not. Often these subconscious relationships and attitudes can be to our own detriment.
I saw a career in financial planning as a means to help people readjust their views and relationships with money. In my practice as a financial planner I focus on who my client is as a person and what is important to them, because if you know the person you can better understand how to help them in meaningful ways. I am passionate about changing financial planning from a cold, impersonal experience to one where people feel like they have a friend in whom they can confide and trust."
Talya is a Certified Financial Planner® and Healthcare Consultant, operating in the financial services industry. She is energetic, committed and highly motivated. These personal attributes together with her knowledge of the financial planning industry have seen her clients benefit in their personal portfolios and has earned her a reputable reputation.
She has a passion for the industry and a strong belief in empowering people through financial freedom, which she believes can be achieved when commitment and discipline are guided by an experienced professional who has their best interests at heart.
In 2017 she was awarded the Discovery Financial Adviser of the Year award. An accolade that she holds in high esteem as it represents each individual that she has met in this industry and whose life she has positively changed.
Qualifications and designations
- Postgraduate Diploma in Financial Planning, Bachelor of Commerce
- Certified Financial Planner® professional
Married. Her sporting interests are running and kick-boxing