The Choice Team
Hamish Clark AFP®
Senior Financial Planner
B. Bus (FPL)
03 9686 4976
Meet the team
Senior Relationship Manager
DIP FS (Finance/Mortgage Broking Management) DIP FS (Financial Planning)
BCOM (Finance/Financial Planning) DIP.FS (FINANCE/MORTGAGE BROKING MANAGEMENT)
Diploma of Finance and Mortgage Broking Management, Diploma in Financial Planning
Why I do it
Financial planning is about people, building and growing relationships and helping people make the most out of today and make a better tomorrow. For me, there is nothing more rewarding than being able to develop a relationship with a client and understand what they want and simplify it and educate them on how to manage and maximise their money by formulating a financial and lifestyle plan.
How I do it
The key to success is to understand each client and grow a trusting relationship, whilst developing a strong understanding of their lifestyle, goals and needs and often helping them broaden their horizons and how to achieve dreams that they didn’t know were possible. This is achieved by understanding the person, knowing what questions to ask and understanding their personality and how they use and respect their money is critical to developing the right financial strategy and plan for them. Then it’s about maintaining the relationship, helping them stay on track to realise their goals in the long run.
Who I really am
Away from work, I love being with people. Spending time with my wife, family and friends. You’ll often find me taking people to the latest restaurants or cafés or tasting the latest regional wines and craft beers. I love being active and healthy, staying fit with strength training or swimming or hoping the Dees will finally make another AFL premiership.