Cindy Petter-Bowyer (pictured on the right) is a certified financial planner ®. She is married to Terence, and they have two daughters in their early 20’s. Cindy has a full life of many interests. She enjoys staying fit, gardening, spending time with friends and singing with a small ensemble group.
Pamela Mesecke (pictured on the left) has been active in the financial advisory space for almost 40 years. Known for her ability to foster strong, meaningful connections and create a harmonious work environment, Pamela excels in managing the complexities of PenShare’s administration and office management. She brings a positive and purposeful approach to her work, always striving to nurture potential and achieve excellence. Thoughtful and meticulous in her decisions, Pamela finds deep meaning in her role, believing that this is a far more fulfilling way to spend her days than being in retirement.
In 2014, I embarked on an unexpected adventure when I joined forces with my uncle, Clive Archer, in his financial advice business. Little did I know that this opportunity would ignite a passion within me and set me on a path that I now consider my destiny and purpose in life.
Initially, it was meant to be a short-term project, taking only a few months to complete. However, during those intense weeks of dedicated work, something extraordinary happened. As a stay-at-home mom by choice, I had reached a point where I craved something more, something that would allow me to engage my mind and make a meaningful contribution. I was determined to find my calling without sacrificing the precious time I cherished with my two daughters.
Working alongside Clive, I immediately felt a deep connection to the world of financial advice. He recognized my genuine interest and welcomed me into client meetings, allowing me to observe and learn. It was during these meetings that I discovered my passion for simplifying complex financial concepts and making them accessible to everyone. I immersed myself in devouring books, articles, and knowledge about finances, markets, and the intricacies of financial planning.
Clive's encouragement and unwavering support pushed me to take a step further. He believed in my potential and urged me to pursue professional qualifications so that I could provide financial advice independently. With determination, I embarked on an intensive learning journey, and at the end of the following year, I proudly became a qualified financial advisor. It was then that PenShare, our collaborative endeavour, was born.
In 2016, I assumed the role of running the business, following the familiar path that had been established. However, as the sole owner and director in 2017, a remarkable transformation occurred. My deep sense of commitment and responsibility drove me to explore a different approach to financial planning, one that prioritized the individual above all else. Rather than solely focusing on investments and monetary growth, I became captivated by the notion of shaping a person's best life through financial empowerment.
This revelation marked the beginning of what I now refer to as "proper financial planning." At PenShare, we believe that understanding our clients' desires, dreams, and aspirations is paramount. My ability to organize and integrate all aspects of their financial lives seamlessly became a cornerstone of our service. We take the time to listen, to truly comprehend what each person envisions for their future. Armed with this knowledge, we collaborate to craft a comprehensive financial plan tailored to their unique circumstances and goals.
Throughout this journey, my strength in cultivating harmony has been invaluable. It allows me to mediate and create consensus among diverse perspectives, ensuring that our clients feel understood and supported. The impact of this approach has been remarkable. Witnessing the transformative journeys of our clients as they actively participate in co-creating their financial plans is awe-inspiring. The newfound sense of possibility and the realization that they can live a life they never imagined possible fills us with immense joy.
We invite you to explore the rest of our website to discover the depth of our commitment to your financial well-being. Our process is centered around you, your dreams, and your aspirations. Together, we will embark on an empowering financial journey that transcends mere numbers and investments, opening doors to a life of true fulfilment.
At PenShare, we are dedicated to empowering you to live your best life. Let us guide you towards financial clarity, security, and the realization of your dreams. Welcome to a future filled with possibilities.
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