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Estate Planner,
Heart Worker
Introducing Ramona, a seasoned healthcare professional with over a decade of dedicated service as a Registered Nurse. In 2023, driven by a desire to effect positive change beyond the confines of traditional healthcare, she embarked on a new chapter with Highlife Advisory. Here, her mission transcends the hospital walls as she educates and empowers family, friends, and clients on the transformative advantages of Estate Planning.
Drawing from her rich background as a Registered Nurse, Ramona brings a wealth of empathy and insight to her role. Having walked alongside numerous patients and families during their most vulnerable moments, she understands the importance of holistic support beyond mere financial guidance. With a compassionate heart and a keen understanding of the human experience, she seeks to guide her clients through their financial journey with sensitivity and care.
Ramona’s decision to transition into the financial industry was deeply rooted in her personal experience. Having navigated the complexities of financial planning with her own conventional advisors, she identified critical gaps that adversely affected her family. Motivated by a desire to spare others from similar hardships, she embraced the role of an Estate Planner, determined to bridge these gaps and ensure a secure future for her clients.
What attracted Ramona to Highlife was its distinctive approach in serving clients – the PlanSmart360 Journey. It is a comprehensive and collaborative model addressing all their needs under one roof. This approach helps clients attain a comprehensive understanding of their existing portfolio, spanning across financial and legal aspects. This paradigm shift in financial planning not only impacted her family’s financial trajectory but also resonated deeply with her professional beliefs.
As a natural desire to connect deeper with individuals, Ramona has also pursued and attained a Master’s in Counselling qualification. She delights in forging authentic relationships with trust and empathy. Ramona empowers her clients to navigate life’s complexities with confidence and resilience. In her multifaceted role, Ramona blends her counselling, healthcare expertise, and financial planning, offering a unique and holistic approach to client care, one relationship at a time.
Outside of her professional commitments, Ramona finds fulfilment in volunteering as a counsellor at her church. Ramona is also a dedicated parent who prioritizes nurturing and supporting her child, and actively cultivating lasting family memories to cherish.