Every day should be about making a difference to one person

One small action at a time

Sometimes life deals us a crappy hand

And we’re presented with a choice.

We can crumble. Or we can forge a positive path forward. A path that brings us happiness, fulfillment and a sense of purpose.

My pivotal moment

My Dad was diagnosed with Multiple Sclerosis (MS) at the age of 55. While dealing with the devastating diagnosis and an uncertain future, Dad discovered he was eligible to receive an income protection pay out. That discovery changed the course of his life and mine.

I realised how important it is to educate people about the often complex world of finance. Because the smallest changes can make the biggest difference.

In the last few years

I’ve completed a five-day walk across The Great Wall of China and cycled 50km across Melbourne to raise money for people affected by MS. I’ve also provided pro bono financial advice to individuals and families going through a tough time as an advisor, board director and now Chair, of the Pro Bono Financial Advice Network (PFAN).

I consider this work a privilege. Not only has it equipped me with a deeper understanding of financial planning, it has given me a humbling sense of perspective.

After completing a science degree, working in intellectual property law and studying to be a patent attorney, my career path has been far from linear.

But I know that I’ve ended up exactly where I am meant to be – helping overwhelmed people craft a brighter future through financial education, advice and mentorship.

Bio

Nicola Beswick is a financial adviser, mentor and confidante who empowers people to create a financially certain future free from stress and uncertainty.

While studying science at the University of Otago, Nicola realised that she needed to swap the lab coat for a career that involved more human interaction. She moved into intellectual property law and drew off her science background to become a patent attorney.

When Nicola’s father was diagnosed with Multiple Sclerosis at the age of 55, Nicola once again re-evaluated her career and the contribution she could make to the greater good. The experience highlighted the importance of financial education and structure so people can plan for the future and its unexpected hurdles.

Nicola said goodbye to her near 10-year law career to become a financial planner, driven to create hope through financial empowerment.
Since entering the world of finance, Nicola has completed the Certified Financial Planner®, Accredited Aged Care Professional™, and SMSF Specialist Advisor™ qualifications. Nicola currently undertaking a Masters of Financial Planning.

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