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We Are 5!

Nov 28, 2023

We are 5! This month we are celebrating Iron Wealth turning 5 years old. We are so ever thankful for everything we have achieved.


I (this is Helen, by the way) have therefore decided to write my first blog post, to share a little of our journey so far!


Tony is not big on celebrations, so we almost let it slip by, but I insisted we would do a little something, so that we can stop for a moment and reflect on how far we have come and celebrate the things, big and small, that happened along the way that have shaped who we are.


The team marked this fantastic milestone over a glass of bubbly and a lovely Chinese lunch, but I thought it would be good to share 5 highlights and 5 lessons we learnt along the way! So here goes:


5 Highlights

1.      Completing our garden office build

2.      Retraining into the Financial Industry - working towards and qualifying as a Mortgage & Protection adviser

3.      Completing my Regulated Financial Diploma and officially qualifying as a Financial Adviser

4.      Growing the team and seeing how everyone grow into their roles

5.      Adapting to COVID: Installation of our pergola so that we can have garden meetings & lovely Korean BBQs too


Stepping into the role of an entrepreneur 

With God’s faith and a bit of patience, we managed to get authorised after 7 months. I always thought it would take a decade or so for me to get up to speed, especially when Tony could hit the ground running with his finance degree, living and breathing in the financial industry for 10 years plus at that point, I did feel a little unprepared. We both left our employed roles and chucked ourselves in the deep end. Over the years, from building our brand to making a website, running the business alongside each other has taught me that I have an equal part to Tony, it’s not just “his business”, we have an equal role in leading it where we want it to be. Although I know I have still got so much more to learn, we are confident that together we can steer IWM to where we want it to be; which is helping more families get financially organised, work towards a comfortable retirement and have a good relationship with money. 


5 Lessons learnt

1.      Learning can be fun


I always thought I am not a fan of challenges, but every time I am challenged, I realised that I actually quite enjoy all the research and learning (not at the time obviously!), and how to overcome something. If anything, I now know how to source timber, how to apply a house wrap for insulation purposes, and how to fit a rubber roof lol!


2.      Importance of taking a break


We get so busy with our work and personal lives that we often feel very overwhelmed and not having much breathing room. Tony and I have both learnt that it is paramount to take a break. It allows us to clear our head space and feel recharged. Having had some time out, we would come back with a different perspective, allowing us to make the necessary improvements. As the quote goes “It is important to make sure we fill our own cups first so that we have enough to pour into others!”.


3.      Embrace Failure & learn from it


Yes, we make mistakes, it would be abnormal to not make any as entrepreneurs, but mistakes are what help us learn, and learning means growing. I have learnt the importance to reflect, in doing so, we create better ideas and processes, so that we can improve our services and delivery of our advice. Knowing what to do next time when we come to these challenges puts us in a better place, and we get more efficient with what we do!


4.      Luck is what happens when preparation and persistence meet opportunity


We are always looking for ways to improve, as a bit of a perfectionist (both me and Tony), we hardly ever settle on the first answer we get. But this tenacity also means that we are digging deeper, looking further and planning for most eventualities. We have both embraced that there is always something new to learn and discover. And hopefully with this attitude, we can stay resilient, find innovative ways of financial planning and adapt to the ever-changing environment.


5.      Believing in our financial planning superpower


I genuinely feel that being passionate about what we believe in, and what we do, is our superpower. We are grateful for all our client referrals, which continues to be the greatest channel of growth for our business. And we hope to keep providing the best service possible to our amazing families. 


Last of all, we just want to say a big thank you to all our clients who have entrusted us with their financial plans. We hope that Iron Wealth can continue to have a positive impact on others, and we look forward to what the next half a decade will bring! 


All the best, from Helen & the IWM team


The Iron Wealth Blog

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