Tracy has over eight years Paraplanning experience. She works closely with Advisers to help develop strategic and technical financial plans for clients to help them achieve their financial goals. She is primarily responsible for the research, analysis, modelling and technical aspects that support the advice we provide. Tracy helps Advisers review and analyse your circumstances, compare alternatives for your unique situation and ultimately prepare our written recommendations to you. As a paraplanner, Tracy is passionate about her role and thrives on the technical aspects as well as financial modelling and projections. Every circumstance is different, when she can find the optimal point that creates the best possible outcome for our clients, it makes her day! On a personal note, she is married with two young children – one boy and one girl. On the weekend, you will find Tracy at a beach or an adventure park with her family.