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.
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.
Naomie Ronson
March 4, 2026
Tammy's Table has quietly become one of my favourite parts of the month. It’s not just about business chats, it’s the conversations, the laughs, the honesty, and being in a room where everyone genuinely wants to see each other do well. I always walk away feeling re-energised and ready to get things done. Just good people, real conversations, and so much encouragement. Thank you, Tammy Edwards, for creating such a wonderful community!