Meet Naidene Williams, our Client Service Associate from BEA Financial. Naidene's unwavering commitment ensures a personalised touch that goes beyond clients' needs. Returning to the workforce in 2007 after a family break, her decade-plus experience in executive support at BEA Financial empowers the team to address diverse client needs. Discover how Naidene's expertise fosters a comfortable environment, encouraging clients to confidently seek the tailored support they deserve.

What is your day-to-day role at Vista Financial Group/BEA Financial?

In my role, I provide crucial administrative support to the Financial Planners at Vista Financial Group/BEA Financial. My responsibilities span the entire spectrum of a client's financial journey, from the initial onboarding process to the implementation of financial plans and ongoing reviews.

What do you enjoy most about your job?

What I find most fulfilling about my job is being an integral part of a collaborative team. Assisting the Financial Planners in meeting each client's unique financial needs brings a sense of accomplishment and contributes to the overall success of our clients' financial goals.

Share a quirky or unique habit you have that helps you stay productive at work.

A quirky habit that keeps me productive is having a stash of snacks in my drawer, ensuring I have the energy to tackle tasks efficiently. Additionally, I make it a point to walk to work, which not only energises me but also sets a positive tone for the day.

When and where was your best vacation?

My best vacation was in Boracay, Philippines, where I stayed at the enchanting 'Nigi Nigi Nu Noos' resort. The serene beauty of the location, coupled with the delightful experiences at the resort, made it a truly memorable getaway.

What do you do in your spare time?

During my spare time, I engage in a variety of activities for both relaxation and fitness. I participate in aqua aerobics, zumba and yoga classes, enjoy long walks, occasional boating, and find solace in gardening. For downtime, I indulge in Netflix, balancing it with occasional housework to maintain a well-rounded routine.

What's your go-to karaoke song?

I don't really have a go-to karaoke song, and it's probably for the best that you don't hear me sing!

What is the weirdest thing you have eaten?

One of the more adventurous culinary experiences I've had includes trying sheep's brain or ox tongue, which certainly pushed the boundaries of my palate.

‍