Suzan is a business owner in her 50s who experienced a dramatic transformation - both financially and psychologically - after partnering with Domain Money. Her journey represents a powerful shift from scarcity to abundance mindset.
The Business Breakthrough After 16 years of running her marketing business in "survival mode" - constantly cobbling things together to make ends meet - Suzan had a breakthrough about 3 years ago. She "hockey sticked" her business by focusing on sales alongside marketing, treating them as interconnected rather than separate functions. The results were dramatic:
- Last year she made twice as much as the year before
- By July of this year, she was already within 5% of last year's total revenue with half the year remaining
The Confidence Transformation Working with her Domain Money advisor Alicia gave Suzan something invaluable: confidence in her financial decisions. She describes feeling confident that she's "doing the right things" and having someone with her best interests in mind who can get as detailed or big-picture as needed.
Breaking the Money Silence Perhaps most significantly, Suzan overcame a lifetime of money silence. Growing up in a family where money was never discussed, she had to learn to even identify her money story. Through Domain Money, she's learned to:
- Talk openly about money (with select trusted people)
- Track her finances more consciously
- Make strategic decisions rather than reactive ones
- Trust herself while getting expert guidance
The Ripple Effect The transformation extended beyond personal finances into her business relationships. Learning to talk about money helped her become more effective at sales conversations with clients, which contributed to her business growth.
What Made the Difference Suzan emphasizes that Domain Money made her feel like she was "exactly who they're for" rather than "small beans" like she felt with other financial advisors. The fee-only structure meant her advisor had no financial incentive tied to specific recommendations, allowing for purely objective guidance tailored to her unique situation as a successful business owner planning for her future in her 50s.
Her story illustrates how the right financial guidance can create a positive feedback loop - better money management leads to business confidence, which leads to better business results, which creates more opportunities for strategic financial planning.
This testimonial is from a real client of Domain Money. No compensation was given for sharing their story and there is no conflict of interest between this client and Domain Money. This information is for educational purposes only and should not be considered investment advice or recommendation. Each person’s financial profile is unique to them and should be evaluated by a financial professional. Past Performance is not indicative of future gain. Investing inherently carries risks, and it is crucial for investors to be aware of these potential downsides before making any investment decisions.
