She joined Perspective in March 2023 following the acquisition of her previous company, where she had been a director and part of the business since 2005.
She holds the CII Advanced Diploma and Chartered status, along with the Long Term Care qualification. Rhonda supports clients across a wide range of financial planning needs, bringing a strong technical foundation alongside a highly personal approach.
Rhonda’s approach is built on trust, empathy and seeing the bigger picture. She treats every client as she would family or close friends, taking time to understand their lives, experiences and concerns beyond the numbers. She especially enjoys guiding clients from uncertainty to clarity, simplifying complex jargon and reassuring those who feel worried or overwhelmed so they can move forward with confidence.
