Claire Impey

Paraplanner
BEco, BArts, Master BEco, GradDip (FP).

QUALIFICATIONS AND CREDENTIALS

  • Bachelor of Economics

  • Bachelor of Arts

  • Masters of Business Economics

  • Graduate Diploma in Financial Planning

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I became a financial paraplanner because I genuinely enjoy helping people feel more confident about their financial future.

I love looking at a client's situation, which can sometimes feel complicated, unclear or overwhelming, and produce a strategy that is clear, practical and empowering. As a paraplanner, I enjoy being part of the process behind the scenes, helping to develop thoughtful strategies that achieve clients objectives. I make sure the detail is right so that clients can move forward with greater confidence.

“For me, financial planning is about much more than numbers. It’s about understanding what matters to each person and helping create a plan that supports the life they want to live.”

I find it incredibly rewarding knowing that the work I do contributes to giving someone greater clarity and peace of mind about their future.

Outside of work, I enjoy spending time in the garden, getting out for a swim or walk, and picking up a new book or podcast. I’m happiest when I’m learning something new, whether that’s trying a new recipe, picking up a new hobby or getting lost in a good story.

I’m excited to be part of a profession where the work we do can have a genuine and lasting impact on people’s lives.

Up close and personal with Claire.

  • Maya Angelou; she had a difficult yet fascinating life and was known for her grit, wisdom and warmth. She was a bit of a polymath and celebrated for her activism, writing and influence on culture. She is well known for her autobiography, 'I Know Why the Caged Bird Sings'.

  • "None are so old as those who have outlived enthusiasm" - Henry David Thoreau

  • "Assassin's Blade" by Sarah J Maas - the first in the brilliant Throne of Glass fantasy series

  • I'm a better karaoke spectator than superstar, but 'Go Your Own Way' by Fleetwood Mac

  • Probably Galway, Ireland or Edinburgh, Scotland - I travelled there on holiday and it felt like home.