"Learning to delegate will enable you to achieve far more in this regard: get a great team around you and empower them to take the lead."
Where did you get the idea for your business?
We started Wealth Enhancers after noticing that there was a gap in the market for providing financial advice to younger people; specifically, Gen Y. We also knew from experience that Gen Y needed more than just a financial plan: they want their financial plan to be connected to their values and their purpose is life, and they respond well to being coached and kept accountable. So, our community was born, bringing together high-achievers, and delivering a combination of life coaching and financial advice. And We Love Numbers was born out of a similar gap in the market we identified for entrepreneurial businesses. Founders want more than just an accountant looking back on last year’s financials; companies with big growth ambitions need planning, strategic advice and the support of a community behind them.
How did you get your business started?
Our first business, a private wealth management firm, WE Private, was founded with $50,000 and a lot of hustling! My husband (co-founder) and I took a small office and brought a few clients, whom I had previously been working with in a family business, and went from there. Our subsequent businesses, Wealth Enhancers and We Love Numbers, have basically been spin-offs from the first business. They have each been founded using cash flow and resources from the existing businesses, which were pulled out once the model had been proven and they were starting to generate revenue.