The Wealth Quay team are
here to assist you.
Principal, The Wealth Quay
“It starts with a simple conversation.”
The Wealth Quay’s Principal Robert Sekulovski has built up a lot of experience over two decades as a financial planner and if there is one thing he has learned along the way it is the importance of starting early or with little.
“People think that if you see a financial advisor you have to have all this money. I want to try and change that perception,” Rob says.
A meeting with the financial planner in the bank where he got his first job at 18 and his parents’ habit of budgeting into little jars reinforced positive financial habits early.
“Good money habits were built into me. They are a part of my DNA,” he says.
Rob has taken these good habits through his career since he started at the tail end of the tech wreck in 2000 and he has been focused on educating people about how their financial needs evolve with time. He emphasises the importance of starting.
“You start with little and you just grow. You implement and you monitor,” he says. “Learning to be disciplined from a young age with your finances goes a long way as you get older. You learn the value of money and what it is worth.”
Marketing/Administration, The Wealth Quay
“One thing I’ve learned is that it’s really important to think of the future.”
A career in recruitment and administration management has given The Wealth Quay’s administrative assistant and social media manager Venessa Sekulovski an appreciation of the importance of smooth administrative processes.
But Venessa says that her role isn’t just about dotting the I’s and crossing the T’s that are so vital, it’s making sure clients’ money gets to the right place at the right time. That’s a given.
She says that a large part of her role is to make sure that all of The Wealth Quay’s clients get the care and confidentiality they deserve when it comes to dealing with their money.
“We deal with people from all walks of life; young people, middle aged people and elderly. You hear good news, you hear bad news and you’ve got to reassure the client that it is all under confidentiality,” she explains. “Whether you’re the admin person here or you’re Rob or Alex, you make clients feel comfortable no matter what.”
Administration, The Wealth Quay
“In this industry, you are always learning something new.”
Since The Wealth Quay’s administrative assistant Anna Kezovski started working in the banking industry in 1981, she says that the one constant has been change.
“I’ve been in the same industry for a long time. My knowledge base is strong, but you’re always learning something new. No matter how much you know there’s always things changing,” she says.
But one thing that hasn’t changed is the people-focused approach that The Wealth Quay takes with its clients. Anna spotted it early when she worked with Robert at Colonial and the Commonwealth Bank.
“I always liked the way Robert worked and the way he spoke to clients. I liked his work ethic,” she says. When the opportunity came to work for him 10 years ago, Anna took it and has been at The Wealth Quay ever since.