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9th October 2014 - Private Wealth
View ‘Women in Business’ – Harvey Bay Independent Newspaper PDF
Transcript:
Women in Business – Donna Picton, Elston Partners
9th October, 2014: Harvey Bay Independent Newspaper
After eighteen years in the finance industry, Donna Picton will be the first to tell you that one of the greatest challenges and risks that stand between a person and their goals is themselves.
That is why, Donna said, developing trust and taking the time to fully understand what’s most important to clients around their long-term goals and objectives is the first step towards building a strong and successful working relationship within the financial planning and wealth management industry.
Donna is a private wealth adviser with Elston Partners and is passionate about providing business and rural succession planning solutions to clients and their families.
Placing a strong emphasis on honesty and integrity, Donna said she enjoys being able to offer professional service solutions within a privately owned and operated firm, without any institutional product-driven pressures.
“Within my private wealth adviser role I enjoy helping clients realise peace of mind through achieving financial freedom and discretionary time,” she said.
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