Rachel Larner

Gladiator (Financial Coach) AR No. 1260217
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Rachel Larner

Gladiator (Financial Coach) AR No. 1260217

I started in financial planning in 2010 as a client services officer for a small business with 2 financial advisers. I quickly moved into a paraplanning role, and as the business grew I helped to train new staff and develop the processes to run the business efficiently. As I gained experience and completed my financial planning qualifications the advisers increasingly sought out my technical knowledge to assist in preparing strategies for clients. My technical experience covers a range of areas including superannuation, investments, insurance, retirement planning and SMSFs.

  • FAVE QUOTE. The only person you can change is yourself.
  • WE MOMENT. Having worked in financial planning for a numbers of years I decided that I really wanted to work with Gen Ys. The earlier people engage with a financial adviser or coach, the more of a positive impact it can have on their lives. I’d read Sarah’s book (Get Rich Slow) and the philosophy really resonated with me. When I eventually reached out to Sarah and we started talking I found that there was a lot of alignment between what I wanted to do and what WE were already doing
  • PROUD AS PUNCH. Buying my first home at age 23.
  • 20 YEAR OLD SELF. Start investing now!!! And spend your time and money on things that are truly important to you, not the things you think you’re ‘supposed’ to have or do.
  • EMBARRASSING MOMENT. Walking along the street and into a music lesson with the digital tuner in my bag making a really loud beeping sound, and not realising the noise was coming from me.
  • TRUE TALL POPPY. One sunny Wednesday morning I was scrambling along the rocks at Taroona Beach with my family (while the rest of the world was at work) and I realised how far I’ve come in building a life that beautifully incorporates all of the things that are important to me.
  • PERFECT WEEKEND. I would wake up feeling rested both mornings because the kids had slept all night. Ed (my husband) would have a full cooked breakfast ready and we’d all enjoy it together outside. Saturday morning we’d go for a walk to a nearby river with the kids, have a picnic lunch and play on the rocks. In the afternoon I’d enjoy a long bath with a good book before heading out for dinner and a movie with Ed. Sunday I’d have a coffee date with a friend in the morning, then head to my parents’ house for a big whole family lunch. In the afternoon I’d play around on my knitting machine then have a quiet evening my family and an early night.
  • $20 PERFECT DATE. Head out for a bushwalk to a beautiful location (plenty of those here in Hobart!) with a thermos of good coffee and some yummy bakery treats.
  • Bachelor of Business, University of Tasmania (2013)
  • Diploma of Financial Planning, International Institute of Technology (2013)
  • Certified Money Coach, Money Coaching Institute (2016)