Why is financial literacy important to you?
Being financially savvy leads to independence and confidence, and allows you to remove some of the pressures you would otherwise have. The world can be tough and not having financial issues gives you one less thing to juggle.
How did you find the induction workshops and what did you get out of them?
The workshop was a great showcase of collaboration between the University of Newcastle and Greater Bank. It also highlighted the experience and passion for helping others that Greater Bank staff have to offer.
What are you looking forward to most about delivering the program?
Interacting with the students - being able to just chat things out and give some tips on how to be financially strong in the future.
What was your financial literacy ‘ah-ha’ moment?
I helped a customer buy their first home once. She came and saw me with limited savings and a poor credit rating. We looked at options, set a plan in place and set an appointment for a few months down the track. She came back months later after sticking to the plan and we were able to secure her first home loan. It was a very emotional moment when I got to call her and tell her that her loan was approved.
As a lender I have helped many people buy houses, from first to 2nd and 3rd homes and it is always a great feeling when I call people to tell them they have been approved. This one was one of the best I have ever done as we thought it would not happen. It was truly a very rewarding experience.