I have over 17 years of experience in the Financial Services industry, with the past 9 years dedicated to delivering tailored financial advice. I specialise in lifestyle financial planning, working closely with clients to help them build, grow, protect, and preserve their wealth in line with their long-term goals.

I help individuals, families, and business owners make confident decisions by exploring not just what they want to achieve, but why. Whether it’s retiring early, protecting loved ones, or passing wealth to the next generation, my role is to simplify complexity, reduce stress, and give clients clarity.

Financial planning isn’t really about numbers or paperwork. It’s about feeling confident, secure, and free to focus on what matters most in life.

That’s where I come in. As a Financial Planner, I don’t just talk numbers, I dig into the why behind them. Why you want to retire early. Why protecting your family matters to you. Why money sometimes keeps you awake at night. Because financial planning isn’t just technical, it’s psychological.

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Yiota Wilkinson

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