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Finalist in: Young Entrepreneur (Amanda Pond)
A trip to London last year changed everything for lifestyle money coach and director of Puddle 2 Pond Financial, Amanda Pond.
The bright young specialist has been running Puddle 2 Pond for the past six years, with husband Greg and admin assistant Lea Porter.
If I can help people change their behaviours around money, they are going to have better success.
- Amanda Pond, Puddle 2 Pond Financial
“I started my own business purely because I had my own vision on where I’d like to see financial planning going and I wanted to flexibility to explore and do things differently,” she said.
“There are a lot of things you don’t learn in traditional financial planning study. Much of the study is all around strategies for superannuation, investments, tax savings and insurance.”
For clients visiting a financial planner, Amanda said, it could feel a lot like simply having products pushed at you.
“The problem is, the industry is not teaching anything else, and originally I had a vision it should be more holistic,” she said.
She has incorporated a number of innovative ideas around things like budgeting into her advice, and last year she went looking to transform her business and offer meaningful coaching to her clients.
“I wanted to help people with life planning,” she said.
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In London she completed an intensive life planning for financial planners course.
“This has given me the skills to help my clients live a fulfilled life,” Amanda said.
“I’d always had this vision to become more of a coach, than just provide strategy.
“If I can help people change their behaviours around money, they are going to have better success.
“If I can get a client to see what is important to them, and build their budget around that, they are more likely to stick to it.”
So far she is seeing success incorporating this approach into her business and puts it down to creativity, a passion for delivering the best possible advice at all times, determination and having a great support network.
“Seeing the results, it drives me to achieve more and more,” she said.
“And having a network I can reach out to as well as give support. That’s always been my philosophy.”
Amanda is currently working with the deliverers of the course to bring it to Australia, with the intention of being a facilitator herself.
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