Passionate about putting what she knows best into practice so that her clients can protect their little world, Joanna has been described as “bold, blunt and brilliant” and “a financial wonder woman” by those who have benefited from her expertise and straight-talking advice. Working with everyone from company directors to families of all kinds, Joanna’s mission is to help families leave a legacy and protect what they’ve worked so hard for.
“I don’t ever want anyone to face what we did. The trauma of losing a parent, followed by the stress of not being able to make ends meet was the most horrendous experience and it doesn’t have to be that way. It doesn’t matter what you’re bringing in, with some sound financial planning, you and your loved ones can be secure, without breaking the bank.”
Joanna and the Velvet team translate the mortgage and insurance world into easy to understand terms, holding people's hands as much as they need it, giving the right advice and making sure families are protected BEFORE they need it and not when it's too late.
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