Christy Kwong didn’t expect to land in wealth management, but a chance introduction to the industry sparked something that accounting never quite did. Three years later, she’s thriving as a Senior Associate in the strategy team at Evans & Partners. Her role is fast-paced, varied, and driven by a genuine passion for helping people make smart financial decisions
My role is helping individuals manage their money and achieve their financial goals by assessing their current financial situation, developing personalised plans, and providing ongoing advice. This includes budgeting, tax management, retirement planning, and estate planning.
My day usually involves preparing for client meetings, presenting advice, and writing Statements of Advice (SOAs).
No two days ever look the same!
Time management is one of the biggest challenges, as I juggle adviser support, research tasks, SOA production, and time-sensitive client needs.
To manage this, I use structured prioritisation and practical tools. Templated advice and process checklists help streamline repeatable tasks, and keeping a clear, updated to-do list ensures nothing important slips through the cracks. Staying proactive rather than reactive is key, and I’ve found that allocating time blocks for deep work versus quick tasks helps me stay efficient and responsive.
It’s important to understand different strategies and stay on top of regulatory and compliance frameworks. Legislation changes regularly, so advice has to be accurate and compliant.
Communication is also critical. Being able to explain complex financial and overall superannuation concepts in a way that’s clear and relevant to clients makes a big difference.
Clients won’t remember your modelling—they’ll remember how you made them feel.
I came from an accounting background, but I quickly realised it wasn’t something I saw myself doing long term. While exploring other options, my recruitment agent introduced me to wealth management, and I fell in love with it almost immediately. The mix of technical knowledge, long-term strategy, and human connection really appealed to me. Helping people make informed decisions about their future gives me a strong sense of purpose.
Focus on building strong foundational knowledge, but don’t underestimate the value of people skills. Wealth management is more than just numbers—it’s about guiding people through some of their most important life decisions. Clients won’t remember your modelling, but they will remember how you made them feel. Learn to communicate clearly, listen actively, and stay curious. The industry rewards those who can balance analytical thinking with empathy and trust-building.
Don’t be afraid to change direction and try something new. If something doesn’t feel right, take the time to re-evaluate and pivot toward what genuinely interests you. It’s never too late to make a change. Some of the most rewarding opportunities come from taking that leap into the unknown.
An article in the AFR (Australian Financial Review) about the shift in intergenerational wealth transfer and how advisers are preparing for the ‘Great Wealth Transfer’. It explored how baby boomers are passing down significant assets to their children, and how this is reshaping client conversations around estate planning, tax strategy, and values-based investing.
Words on Wealth. Tim Rocks, our Chief Investment Officer, regularly shares insights on financial topics and market trends. It’s a great way to stay informed and learn how to communicate complex ideas clearly.
The new Division 296 legislation.
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While I was exploring different career paths, my recruitment agent introduced me to the world of wealth management—and I fell in love with it almost immediately.
Future IM/Pact is a collaborative initiative across the investment management and advice industry aimed at increasing representation of female investors and advisers, and creating workplace cultures where everyone can flourish.
Future IM/Pact is a collaborative initiative across the investment management industry aimed at increasing representation of female investors and creating workplace cultures where everyone can flourish.
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