Mihaela

Mihaela embarked on her journey into financial planning in 2014, driven by a deep-rooted passion for assisting others, cultivated through years in the banking industry.

Recognising the multifaceted role finances play in people's lives and appreciating the unique needs of her clients, Mihaela is dedicated to offering accessible, clear, and personalized advice. She crafts solutions that resonate with the core values of each individual she serves.

With a client-focused mindset, Mihaela places a strong emphasis on cashflow management and lifestyle design, injecting a fresh perspective into financial planning. Taking the time to understand the personal narratives of her clients enables Mihaela to provide comprehensive solutions that address every aspect of their financial well-being.

Mihaela's expertise spans the entire spectrum of financial planning, complemented by her attainment of a Graduate Diploma of Financial Planning. Her approach is not only professional but also approachable, reflecting her honest, empathetic nature and unwavering work ethic. These qualities have fostered enduring relationships, with many clients evolving into cherished friends.

When not immersed in financial matters, Mihaela treasures weekends spent with family and friends. Whether sharing a meal at a local pub, enjoying the excitement of the races, or watching her children revel in the freedom of the park, creating lasting memories takes precedence. And, of course, a gym session is a non-negotiable part of most days.