Hannah Goody
Director of Wealth Planning
Hannah Goody is a Director of Wealth Planning. With 16 years of industry experience, her focus is on providing holistic advice to clients, incorporating financial planning as well as investment management, assisting them to achieve their financial objectives.
Hannah focuses on portfolio management,
wealth preservation
and tax, retirement and estate planning.
I’m passionate about connecting with people and earning their trust.
Personally I’m passionate about fitness and intuitive eating.
What do you feel passionate about both professionally and personally?
I’m passionate about connecting with people and earning their trust. People, quite rightly, are cautious about entrusting others with their personal wealth and it’s an honour to have clients place that faith in me and my team.
Personally I’m passionate about fitness and intuitive eating.
Share an example of early life that has shaped you?
My parents always encouraged us to earn our pocket money and save for the things that we really wanted. I took this on board from an early age and had numerous part time jobs throughout my teenage years, often working two or more in the school holidays.
It not only taught me and my brothers to work hard but also installed some early experience of managing and planning our own finances.
Highlights of your career so far?
A highlight of my career has been the transition from Investment Management to Wealth Planning. It had been a long time since I took professional exams and I really enjoyed the challenge.
Key lessons you have learned along the way?
We’re all just people! Be respectful but don’t be afraid to approach anyone – those more senior than you, those from different walks of life… anyone that you meet on your journey.
Best piece of advice you have received?
It’s alright to make mistakes, but make sure that you learn from them.
Advice to a young person just starting their career?
Don’t always take the comfortable path, take chances and believe in yourself. Be curious and take any opportunities presented to you.
What is the greatest challenge you have faced either personally or in your career?
Dealing with twins! And then establishing myself back in my career after taking two periods of maternity leave. The situation for women at work has improved greatly, but there is a long way to go to even the playing field.
How do you approach and deal with challenges?
Remain calm and don’t rush the process. Consider and work through all of the solutions available.
How do you stay motivated at work and at home?
I like to stay busy and enjoy achieving goals. I’m a big fan of list making and visually being able to tick off tasks feels good. I also think it helps taking a break when possible and letting your mind wander can throw up some good ideas, I come up with some of my best while out jogging.
Why do you love what you do?
I’m a people pleaser and get great satisfaction out of doing a good job for my clients. I enjoy the combination of the analytical side of my role along with the personal interaction I have with clients, learning about their financial ambitions and shaping my technical knowledge around them.
Why is it important to support women-led business?
Women’s input has historically been disregarded from a professional standpoint, from developments in science and technology to paintings and music, having their ideas and achievements ignored, or worse still, claimed by men.
As such our entire world is shaped by the views and experiences of men. Bringing women to the forefront of business brings new ideas and perceptions, giving us a chance to be creative and add value in new ways reflective of a broader society.