Building Serenity Financial Planning
In a recent episode of Adviser 3.0 The Podcast, Abraham Okusanya speaks with Tina Weeks, founder of Serenity Financial Planning. Tina shares her remarkable journey of building a successful financial planning business while undergoing chemotherapy, highlighting her resilience and determination.
Life Planning as a Core Philosophy
Tina discusses her passion for life planning, emphasising how a relationship-based approach goes beyond numbers to align financial strategies with client values and aspirations. This philosophy underpins Serenity’s mission to deliver more meaningful outcomes.
Maximising Outcomes and Performance for Clients
The conversation explores how Serenity Financial Planning focuses on maximising client outcomes through tailored planning, behavioural coaching, and evidence-based investment strategies. Tina highlights the importance of building trust and maintaining transparency to strengthen long-term adviser-client relationships.
The Current State of Serenity Financial Planning
Tina also provides an update on Serenity’s progress, describing how the firm continues to evolve to meet client needs while staying true to its founding principles. This includes embracing innovation and maintaining a strong client-centred culture.
Tina’s Personal Approach to Retirement
Finally, Tina shares her own approach to saving for retirement, offering advisers a candid insight into how she balances professional expertise with personal planning.
Why Advisers Should Listen
For advisers, Tina’s story is both inspiring and instructive. It demonstrates how resilience, purpose, and a commitment to life planning can help firms deliver outstanding client experiences and sustainable growth.
To hear the full discussion, tune in to Adviser 3.0 The Podcast or explore more insights on Timeline.
