The Choice Team
James Taylor CFP®
CERTIFIED FINANCIAL PLANNER® GRAD.DIP FINANCIAL PLANNING B.BUS (ECO/FINANCE)
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
This is the best job in the world, no two days are ever the same and no two clients are the same. Listening to and understanding a client’s wants and needs, helping them formulate a financial path forward, and seeing the benefits over time is what it's all about. This is a challenging but ultimately rewarding profession where people place their trust in us, and we work hard to ensure we repay that faith with financial certainty and peace of mind.
how I do it
Obviously we need to stay on top of strategies, products and constant regulatory changes that impact clients, but the key to success is having a deep understanding of the clients ultimate goals, and often helping them understand what their ultimate goals look like. This is achieved through asking the right questions, and actually listening to the answers! The challenge then becomes devising the right strategy for the client and working with them to effectively implement that strategy.
who I really am
Away from work, I’m still thinking about work! Sad but true, but that’s the price you pay for running a business. When I’m not in the office, I’ll generally be training for some crazy endurance event. Having done the Melbourne Ironman, North Face (50km trail run), Three Peaks (235K bike ride), I’m always on the lookout for the next challenge. If I’m not working or training, I’ll either be having a beer or two, or watching a movie.