South Australian broker and this year’s AMA ‘Young Gun, Independent’ award winner Marissa Schulze moved from banking to broking when her first child was born – and says it’s a great career option for parents looking for a balance between financial freedom and quality time with their children.
“After graduating from university, I pursued a career in banking. I started in Bank SA
in their commercial banking team and moved to Westpac to take on a senior relationship management role in their commercial team. After having my daughter, I decided that I needed flexible working hours so that I could spend as much quality time with her as possible. When I was introduced to mortgage broking it was the perfect option for me as it allowed me to pursue a career helping people to achieve their goals, whilst keeping me intellectually stimulated and giving me the flexibility I wanted to enjoy quality time with my family.”
Schultz says the ethos underpinning her business, Rise High Financial Solutions, is to empower clients to achieve their financial goals.
“We place a huge level of importance on always keeping our promises and commitments and doing what we say we will do, and our clients tell us that this is reason we stand out and the reason they feel comfortable referring their family and friends. We spend the time to listen to our clients and truly understand their short-term and long-term goals, and develop strong personal relationships with our clients. Following settlement, we continue to proactively help our clients to achieve their goals through ongoing reviews, ongoing education and regular communication.”
Her advice to other brokers just starting out in the industry is to remember that you’re "only rewarded if you work hard”.
“So be prepared to take control of your future and make it happen through hard work. Make sure you love what you do because your clients will appreciate your passion and commitment to helping them to achieve their goals. It is great if you can work with a mentor who is already successful in the industry who can help guide you through your journey.”