"Helping clients make confident investment decisions."
Meet Eloise
Eloise is driven by a genuine passion for helping others. Her career in finance began over a decade ago in Institutional Equities Settlements at Goldman Sachs. Eloise holds a National Certificate in Financial Services (Financial Advice) and a Bachelor of Science Degree, both of which have equipped her with a strong foundation in the financial industry.
Eloise is committed to helping individuals and families achieve financial stability and success. Recognising that each person’s goals and circumstances are unique, she works diligently to provide advice that is tailored to their specific needs. While making investment decisions can be overwhelming, Eloise partners with clients to set clear goals and develop a comprehensive financial plan that supports their investment objectives.
