Every adviser has a story, and for Liz Whalley, being a financial adviser is about more than just numbers—it’s about people. “We really do ride the highs and lows together,” she says. “I love listening to what drives my clients and feel privileged when someone trusts me to help them along the way.”
For Liz, the most rewarding part of her job isn’t just helping clients reach their financial goals—it’s the relationships she builds along the way. Whether celebrating milestones or navigating challenges, she’s there for the entire journey, offering guidance, support, and a listening ear.
A unique path to financial advice
Liz’s journey into the financial planning industry wasn’t conventional. “After initially deciding university wasn’t for me, I was lucky enough to get a traineeship with a financial planning company. I thought, ‘Wow, look at all the people the advisers help—I want to be part of that.’” However, career shifts led Liz to work in the accounts department for a nationwide bearing and power transmission company—where she met her husband. Eventually, she returned to financial planning and her studies, starting at the reception desk and working her way up through client services, paraplanning, and finally, becoming a financial adviser.
Throughout her career, Liz has been fortunate to work with inspiring mentors. “Alan Larsen, my previous boss at Godfrey Pembroke, started me on my path, and more recently, David French took me under his wing for my professional year. It was a fantastic learning experience.”
Interests away from the office
Outside of financial planning, Liz has a love for muscle cars and the thrill of the dragstrip. “Growing up, my dad was a diff builder, and we were frequently at drag races. The smell of burnt rubber reminds me of those times, and I find it very comforting.” She also enjoys snorkelling and has a deep passion for travel.
Empowering women through financial literacy
Liz believes that knowledge is power and strives to create a safe space where clients feel comfortable discussing their financial situations. “I never judge or assume what someone knows. I take the extra time needed to build their knowledge and confidence.”
Her advice to women seeking greater financial independence? “It’s never too late to start, and there’s no such thing as a silly question. I think finances are still a bit of a taboo topic, and I want to encourage more conversation around them. That’s why I believe the Alteris Women initiative is such a fantastic movement.”
Through her dedication, expertise, and genuine passion for helping others, Liz continues to make a meaningful impact on the financial well-being of her clients—one conversation at a time.
If you’re looking for a financial adviser who truly listens and supports you every step of the way, Liz would love to help. Whether you’re planning for the future or navigating financial challenges, she’s here to provide guidance and confidence. Get in touch today to start the conversation.