B. Com (FP and Marketing)
“My dream is to make my client’s dreams a reality.”
Blake’s dedicated and cheerful approach to life makes him a valued team member. He believes in making the most of good opportunities and likes to create a safe and trustworthy environment around him.
Through his role as a financial adviser, Blake enjoys simplifying complicated affairs for his clients, allowing them more time to focus on their families and professions.
A highlight of his role is when clients attain peace of mind by having trust in him and by knowing their personal finances are in order. “Even though our job involves dealing with serious matters, I like my clients to feel relaxed and enjoy the financial planning process.
“I feel happiest for my clients when they are not worried or stressed about their finances, because they have us,” he said.
Blake is very proud of finishing his degree and completing his CFP. Growing his professional relationships with his clients, his team and associates is something he also finds rewarding.
“Joining Sherlock Wealth is a big career milestone for me. Working in a business that has the same values as I do is very exciting,” he said.
If Blake could share some advice about money with his younger self, he would emphasise the importance of setting financial goals. “It’s important to have goals and to work out a pathway for achieving them.
“However, money should be enjoyed along the way and spending it on little things that make you happy is also worthwhile,” he added.
When he is not working, Blake enjoys spending quality time with his young family, traveling, playing soccer, and going to the gym.