Rachel Barlow - Esencia Wealth

With more than 15 years in financial planning and close to three decades in financial services, Rachel specialises in retirement and pre-retirement strategy for professionals, executives and business owners, guiding clients through one of the most consequential financial transitions they’ll face, with particular expertise in the portfolio risks that emerge when clients begin drawing down on their capital.

She holds dual graduate diplomas in Applied Finance and Financial Planning alongside her CFP designation and Fellowship of the Chartered Institute for Securities and Investment, and has always been drawn to the technical side of the work, such as, the modelling, the rigour, the ability to explain complex investment performance in terms that actually land. Clients consistently describe working with her as feeling more like a trusted partnership than a business arrangement.

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