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Nicole Zabala

on 30 June 2014

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Transcript of Timeline

Finn and Sarah met at NextGen conference
September 2009
Wealth Enhancers was Incorporated, bringing strategy and investments together
October 2009
Sarah a Finalist for the AFA Rising Star Award

October 2009
Finn became an AR and sold his first insurance policy on the same day!

November 2009
March 2010
Moved into our first office - 174 Cecil Street, with Freya
Office opening party - 80 people attended!
April 2010
Sarah appointed to the
Board of the AFA
October 2010
Finn a Nominated
for the AFA
Rising Star Award
October 2010
Sarah wins AFA
Appreciation Award
October 2010
Finn met Andrew Swallow,
Sports & Entertainment
journey commences
Joint Christmas Party with Experience Wealth at Supper Club
December 2010
First steps to growth, employed a trainee and an intern
January 2011
First steps to growth, employed a trainee and an intern
February 2011
Tragedy strikes when we lose Laura in a car accident
May 2011
June 2011
Set our $1m revenue goal
July 2011
Sarah moved to Sydney
for 6 weeks to write
Get Rich Slow
June 2011
Finn announced in Anthill 30 Under 30 Up and Comer
September 2011
Keryn starts and we aquire Kingfisher,
doubling our size
October 2011
Finn wins AFA Excellence in Education Award
October 2011
Finn a Finalist for the AFA Rising Star Award
October 2011
Sarah approached to
write a book
December 2011
Christmas party at Mr.Mason
Sarah listed in
The Age Top 100
December 2011
Moved into Coventry Street offices
March 2012
Launch Sydney, begin
Gen Y advice journey
April 2012
First ever MOYF held in Sydney, Pam attended
April 2012
New website launched
October 2012
Finn wins Money Management Young Achiever Award
April 2012
Sarah moved to Sydney for 6 weeks to write Get Rich Slow
June 2012
Wealth Enhancers nominated for Telstra Business Awards
June 2012
Sarah finishes AFA Board term
November 2012
Christmas party at Kamel
December 2012
Get Rich Slow released, book launch tour held
January 2013
Technology changes
January 2013
Split the businesses, launched WE Private
January 2013
Hit our $1m Revenue goal
April 2013
Biggest challenge yet, Sarah's dad passes away unexpectedly
Finn and Sarah attend G20 YEA in Moscow
June 2013
Finn named SmartCompany's
Hot 30 Under 30
June 2013
Business Advisory service
being tested
July 2013
Commence building our
international team
November 2013
Christmas party at The Blackman penthouse
December 2013
Business Advisory
service launched
January 2014
Sarah and Finn move part time to Sydney
May 2014
WE wins Best
Website of the Year
June 2014
WE finalist in 3
catergories for IFA awards
June 2014
Full transcript