Helen is passionate about people. She has worked in coaching and advisory roles for 15 years in local government and, for the last five years, Helen has worked in business development for a small national organisation. Helen has worked with a broad range of clients in her coaching role and enjoys helping others to achieve their goals, whether financial or personal. As a business development manager Helen created solid foundations for sustainable growth, placing people at the centre of the business and she hopes to do the same at Morrell Financial Management.
Helen is also interested in financial education, supporting young people to understand how money works and ensuring they have an opportunity to learn the basics of money management.
Helen said, “This is an exciting opportunity to work alongside Andrew to build our family business. While our skill sets and personalities are quite different, we share the same commitment to holistic advice and providing a personalised service for each client. I am really looking forward to getting to know our clients and welcoming them to the MFM family. It’s important to me that our clients feel that we care about them, as people, as much as we care about how their money is invested.”