REBECCA BRETT

Rebecca is a financial planner with a passion for helping people achieve their goals—whether that’s building wealth, securing their future, or passing on knowledge and financial success to the next generation. Her journey began in Nutrition and Dietetics, but it wasn’t long before she found her true calling in financial services. Since 2012, she’s been working with clients from all walks of life—from young professionals starting out to high-net-worth individuals navigating complex financial landscapes. She has also completed a Masters Degree in Applied Finance, with a major in Financial Planning.

As a mother of two, she’s particularly passionate about generational wealth planning and helping families prepare their children with financial knowledge and habits that will last a lifetime. Rebecca believes that life isn’t just about the dollars; it’s about creating the life you want and ensuring your loved ones have the support and opportunities they need to thrive.

Whether you’re looking to build wealth, plan for retirement, or set your children up for future success, Rebecca can help you on that journey.

In her spare time, Rebecca can be found spending time with her husband and children, or spending time in nature with her horse and dogs.