Cassandra Sorby-Adams
Wagtail Wealth
Boost table
Boost
I have over 15 years of experience in financial advice. I provide holistic advice, with a focus on protecting and building wealth for the future. Thus Wagtail Wealth's tag line 'Here today for your your tomorrow'
I have broken the back of the old fashioned adviser. I honestly love what I do, setting clients on the right path. Even when those difficult conversations need to be had.
I have loved Willy Wagtails since I was a young child. The clever little black and white birds with a cheeky nature. Bold, courageous and protective, all characteristics I bring to my advice process.
Contact Details
wagtailwealth.com.au
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Don’t just take my word for it!
Here’s a taste of what others have to say.
Natalie Michels
July 2, 2026
Joining Tammy's Table has been one of the best business decisions I've made. From the very first meeting, I felt genuinely welcomed. Tammy has created such a warm, supportive environment where everyone feels comfortable sharing their experiences, challenges and ideas. There is a real sense of trust and confidentiality, which makes it easy to be open and honest. Every member brings a wealth of business experience, and I always walk away having learnt something new. The monthly topics are thoughtfully chosen and explored in depth, and I've implemented many of the ideas and strategies we've discussed into my own business. As a small business owner, it can sometimes feel like you're making every decision on your own. Tammy's Table has become an extension of my support network. It's reassuring to know there is a group of like-minded business owners who genuinely want to help each other succeed, and that I can reach out between meetings if I need advice or another perspective. I've also loved being able to contribute my own experiences and support others. It's a community where everyone has something valuable to offer. If you're looking for genuine connection, support and practical business wisdom, I highly recommend Tammy's Table.
Bronwen Whyatt
March 23, 2026
Tammy's Customer Journey workshop was fun, practical and focused on giving me an outcome in the form of a working document to guide streamlining our processes.
Maria Cunningham
March 21, 2026
Fabulous insightful session with the wonderful Tammy Edwards. Mapping out our Customer Journey, allowing our customers to receive prompt, attentive nurturing services whilst streamlining these processes to provide more efficiency for our business.