|Amy Reed CFP®
|FIRSTUNITY Financial Services Pty Ltd
|Level 21, 25 Bligh Street
Sydney, NSW 2000
As an experienced financial adviser, I specialise in helping successful and ambitious individuals achieve their financial goals. My primary focus is to help my clients take control of their financial future and achieve financial freedom by providing transparent and unbiased advice that always puts their best interests first.
Trustworthiness is one of my core values, and I believe that building a relationship based on trust, communication and mutual respect is essential to achieving financial success. I believe that financial planning should be a collaborative process, and I work closely with my clients to ensure that they understand their options and feel confident in their decisions.
With a proactive and strategic approach, I believe that anything is possible, and I work tirelessly to help my clients turn their aspirations into reality. I take the time to understand each client's unique circumstances and goals, developing customised strategies that address their specific needs and concerns. From budgeting and investments to risk management, insurance, superannuation, retirement planning, estate planning, and taxation, I provide holistic advice that covers all aspects of personal finance.
With a double degree in Psychology and Business Administration from Macquarie University, I bring a unique perspective to financial planning. I have a deep understanding of human behavior and decision-making which I use to help my clients overcome any fears or obstacles that may be holding them back. I hold the highest standards of relevant certification, having completed both the Diploma and Advanced Diploma of Financial Planning, and am a Certified Financial Planner (CFP®) certified by the Financial Planning Association (FPA). I stay up to date with the latest industry developments and continuously improve my skills through ongoing professional development.
Outside of work, I'm an active person who loves running, skiing, and living near the beach. I believe in maintaining a healthy work-life balance, and I encourage my clients to do the same. After all, being financially successful isn't just about accumulating wealth; it's also about having the freedom to enjoy life's pleasures.
Whether you're just starting out or are already established, I am here to help you achieve your financial goals and live the life you deserve. By working together, we can create a plan that will help you achieve financial success, secure your financial wellbeing, and make your dreams a reality. Let's work together to build a brighter financial future for you and your loved ones.