Financial Advice & Personal Insurance
Cassandra Sorby-Adams (Wagtail Wealth)
Cassandra provides individually shaped advice, with a focus on protecting clients wealth and building it for their future. Thus Wagtail Wealth’s tag line “Here today for your tomorrow”. She is driven by a wealth of experience and an inherent drive to improve the lives of the people she meets. She has loved Willy Wagtails since she was a child, the clever little black and white birds with a cheeky nature, bold,courageous and protective in nature. Characteristics she brings to her Financial Advice process. Cassandra is offering a free 30 minute session via Zoom to discuss the following services and whether they are appropriate for you and your business – personal Insurance or business Insurance for the individual, superannuation, investments, financial strategies and education.
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Don’t just take my word for it!
Here’s a taste of what others have to say.
Kylie Meznar
October 3, 2024
Tammy has a honed gift of meeting business owners right where they're at. She listens, she carefully considers, she guides. Tammy genuinely wants her clients to succeed and we're so thankful to have her in our corner. After one strategy session, I'm clearer on the steps to take next and encouraged to take them. Thank you Tammy!
Lisa Meakin
July 30, 2024
I highly recommend Tammy as a business coach! She has been such a wonderful support to my business - helping me to streamline my practices, increase my client base and to introduce time saving practices that give me more time to work ON my business not IN it. You are a star Tammy!
Daniel
July 23, 2024
I’ve had the pleasure of being part of Tammy’s Table now for a couple of years, and it’s been one of the best business decisions I’ve made. Tammy brings an amazing positive attitude to all her interactions on the Table, and the people she attracts to the table and her community are some of the best business people around. It’s always a thought provoking experience and gives me a place to be me, the human and business owner in equal measure. What I love most about Tammy is that she is a straight shooter who holds you accountable while cheering you on in whatever goals you are trying to achieve. I’ve now started utilising her coaching sessions as well and already had some great clarity about the direction of our business and feel supported and encouraged to progress. Cannot recommend this wonderful lady and her community enough for anyone in business!
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