Carol is the founding director and CEO of the company. She founded New Vision in 1998 and has continued growing and developing the business since.
As the financial planning director, it’s Carol’s role to provide inspiring leadership to the team and the clients we work with. She is a qualified Coach, Financial Planner, Registered Life Planner, Financial Adviser and Business Mentor.
Carol will meet with clients face to face and remotely, coaching and mentoring and advising them on how to organise their finances to create the lifestyle they truly desire.
“I have an amazing team who share my values and care about what they do. The team is committed to making a difference in our clients' lives.”
Carol has had over 25 years of experience in financial planning and advice and chose this profession as it ticked all the boxes for her.
“I love using the combination of people and communication skills with technical knowledge. Every person’s situation I come across is unique and challenging which I thoroughly enjoy”
Carol’s plan for the future is to always be working with people who share her commitment to living their best life with the money they have available.
The one word to sum up Carol is innovative. She is an ideas person and skilled at initiating new projects. She is committed to New Vision staying ahead of the game and constantly looking for new ways to improve the business.
When Carol isn’t running the business, she loves to travel and immerse herself in new experiences with her husband of 30 years. She is family orientated and loves spending quality time with her 2 daughters and granddaughter.
“Being around my family and close friends makes me relax and reminds me how blessed I am.”
Carol is passionate about self development and is on a continuous journey of personal development that keeps her present in what is possible for us as human beings.