“Juli-Anne Ferns is a Financial Planner working with Business professionals as well as Individual clients, creating awareness of their current financial state and assisting them to envision how they could make positive changes to their financial portfolio. Juli-Anne focuses on her clients’ needs and with on-going involvement, creates awareness and empowers her clients to make the right decisions for their financial future.”
I am well qualified, as well as having acquired the correct skills to compliment my area of expertise, and I am well equipped to deliver excellent consulting services. I believe that in order to understand business operations, one must first understand human dynamics, which is why I pride myself on my qualifications and experience within industrial psychology and operational dynamics, as this enables me to guide my clients not only on their financial choices, but also on the manner in which they make these choices.
“Juli-Anne thrives on fulfilling clients’ exact needs and enjoys seeing clients taking ownership for their financial future by encouraging and motivating them to apply a certain thought process, and providing them with knowledge that enables them to be savvy in their financial choices, cultivating their own financial stability.”
I approach each clients’ financial analysis personally and present each of my clients with a unique product offering, one in which the rewards are undeniable, navigating the client along the journey of financial prosperity. I believe that it is imperative to actively listen to my clients to understand their needs and wants, in order to perform their wishes and act in the best interests of my client.
“Juli-Anne understands that a Financial Planner plays an important role in the lives of their clients by assisting clients in planning responsibly for their financial future, and so providing peace of mind to clients and dependants alike. As a Financial Advisor, she feels strongly about adding value to her clients’ lives by ensuring a safe, appropriate financial environment.”
I am well experienced and qualified to offer professional advice and service in numerous financial areas, including Life and Disability Assurance, Risk Planning, Investment Planning and Savings, Healthcare Planning, Pre- and Post-retirement Planning, and Wills.