Tanya Higgins and Tamara Morey are a dynamic duo with over 30 years of combined experience in finance. After meeting in 2010, they soon realised there was an opportunity for them to make a huge impact on the financial advice support scene. Here’s how it all unfolded…
In 2010, Tanya Higgins was hired to manage a financial services practice that was not operating at its peak due to systems and processes that were disorganised and out-dated.
She took on this exciting challenge with a clear vision for the future of the practice, and began implementing changes immediately. It was evident from the start that Tanya’s vision and drive was shared by her colleague Tamara Morey who was also an experienced financial planner managing the paraplanning within the practice. Together they paved the path for change within the practice and began to reap the rewards.
Four years later, Tanya and Tamara had proven that their dynamic approach, professionalism & ability to implement new strategies was a success, and they decided to establish their own outsourced financial planning support company.