In the dynamic world of finance, every day brings new challenges, opportunities, and lessons. As we celebrate Women’s Month, we reflect on the invaluable insights shared by experienced professionals in the investment industry. Their journeys, filled with wisdom and experience, offer guidance for those entering the field or looking to advance their careers.
One recurring theme is the importance of considering all career paths in the industry. As Kathryn van Dongen, COO at Carmel Wealth shared, “The advice I would give to my younger self would be to truly consider all the avenues into our industry. I went the Chartered Accountancy route, and it was an epic foundation, but I don’t think enough young people weigh up the value that they can add and the profound impact they can have as a professional financial planner or financial adviser.” This highlights the diversity of opportunities within finance and the importance of exploring different paths to find where you can make the most impact.
The journey through the investment industry is often described as a series of games, where understanding the rules and choosing your battles is key. “Life is a series of games. Find out which field you’re on, find out what the rules are, and play that game. Don’t be too earnest, don’t take it all too seriously. And most importantly, remember every battle is not yours,” Candice Paine, Financial Adviser said.
Networking and mentorship play crucial roles in career development. Michelle Noth, Head of Financial Intermediaries at 10X Investments emphasised, “Find people who inspire you, build your network, surround yourself with people who share your values and can give you honest feedback and who you respect. Some of the best, most formative mentors I’ve had throughout my career were not mentors that were allocated to me in formal programs. They were people who I just connected with and found along the way and have been so, so valuable to the reason that I’m still here.” These reflections highlight the power of organic, meaningful relationships in shaping a successful career.
Starting early and prioritising self-care are also key pieces of advice. Melissa Dyer, Director at Harbour Wealth reflected, “Having worked in this beautiful industry for nearly 20 years, I have seen the magic of compounding. So, whatever you can set aside monthly, start now. And secondly, prioritise taking care of yourself—people feed off you and your energy.” The long-term benefits of both financial discipline and personal well-being are crucial for sustained success.
For those entering the industry, the advice is clear: embrace risks, stay curious, and focus on what you can control. Georgina Smith, Standard Bank Distribution Divisional Director advised, “Focus on being absolutely brilliant at the things you’re good at. Don’t worry about trying to become mediocre at the things you’re not very good at. It’s just not worth it. Be so good at the things you’re good at that they can’t ignore you.”
Prieshka Taylor, Head of Marketing at 10X reflected on the purpose behind their work, saying, “Helping people to reach their financial goals will give them a better quality of life and a better retirement in the end. That’s what it comes down to.” Connecting to the broader world and the impact on people’s lives is what makes the work in this industry so fulfilling.
Several women also shared personal reflections on balancing their careers with their personal lives. Nerina Visser, Director at etfSA says “If I were to give my younger self some advice, it would be to say, don’t take yourself quite so seriously. Really, it all comes out in the wash at the end of the day. Take every single opportunity that comes your way, be assertive, put yourself out there, and take up your space because you deserve it.”
From Joanne Baynham, Wealth Manager at Sterling Wealth Managers “One of the most fulfilling aspects of my work is the opportunity to connect with clients on a personal level. It’s wonderful to hear their life stories, to understand how they have made their money, and to be in a position where I can help them preserve that wealth or grow it further. There’s a deep sense of satisfaction in knowing that the guidance I provide can have a lasting impact on their financial security and, by extension, their overall well-being.”
And Raazia Ganie, Head of Investments at NMG Benefits says this about why she loves working I the investments industry, “I think it’s the dynamism of the industry. It’s very dynamic, it’s changing all the time. You’re constantly learning new things, and you’re also surrounded by people very passionate about what they do and very, very smart.”
As we honour these women, we are reminded of the diversity, resilience, and strength that women bring to the finance industry. Their advice—to stay curious, embrace risks, build strong networks, and focus on self-care—serves as a guide for those following in their footsteps. These reflections not only celebrate their achievements but also inspire the next generation to pursue their passions with confidence and purpose.
Happy Women’s Day to all the trailblazers, mentors, and leaders who continue to inspire us every day.