Persona is dedicated to the conviction that impactful financial guidance meaningfully shapes the journey of building, protecting and managing wealth. A strict selection process for advisors, backed by real support, means our clients consistently get advice held to the same high standard, wherever in the country they reach us.
We enhance, protect and aspire our clients and their families, through financial advice and service that's genuinely differentiated.
We exist to enhance and protect the lives of our clients' families, and to uncover the why behind a financial plan, not just the mechanics of it.
Every plan is designed to fit your needs and be easy for you to actually understand, not just easy for us to sell.
We offer more than a service: a personal relationship, where your financial wellbeing is genuinely our best interest.
Most of the team has been alongside Tersia for a decade or more. These are the people who'll actually pick up the phone.
Passionate about the wellbeing of the families she works with, Tersia treats financial planning as an ongoing process, not a single sale of life cover or a retirement product. It stretches to wills, estate planning, and the harder question of how a family manages if an income disappears.
"The fundamental question is WHY and not HOW!" - Lord Sebastian Coe
In the industry since 2000, and alongside Tersia since 2003. Sonja keeps the team's day-to-day running and always looks out for clients' best interests first.
"Individual commitment to a group effort, that is what makes a team work." - Vince Lombardi
Part of the team since 2010, and usually the friendly voice on the phone when you're scheduling or confirming an appointment with Tersia.
In financial services since 1987, with Persona since November 2017. When she's not helping clients toward their goals, she's usually on an adventure with her children, grandchildren, or best friend.
Most relationships start with one short conversation.
Financial Advisors