Dream Believe Create is an online magazine for women entrepreneurs, creatives and change-makers. It’s for women who want to start sustainable, mission-driven businesses or creative practices without sacrificing their principles and avoiding the profit-at-any-cost / business-as-usual model that we’re all so tired of.

Interview: Sarah Rogers

Interview: Sarah Rogers

Meet Sarah Rogers, the founder and Principal Financial Adviser of Profolio.

Welcome Sarah, please tell us why you started your business?

Profolio was established in 2015 to help people find real wealth and freedom through investing. I wanted to set up Profolio as I felt there was a gap in the market when it came to financial planning advice around property investment. There was a whole lot of talk around superannuation, but not so much around other investments. I wanted to help build wealth with those that aren’t particularly at retirement planning age. Instead, I chose to focus on people aged from 20-60 who wanted to look at ways to make their money work harder.

I have invested in property since Iwas 21 years old and I've leveraged my success in investing to set up my own business at the age of 26. I now help other people find the same security I have found with my finances.

Tell us about your background, and what stands out for you as the bold actions that have led to where you are now:

 My story is almost a cliché in the rags to riches way. I spent my teenage years in foster care, lived out of home, alone, from 16, dropped out of school, and perhaps wasn’t destined for all that much.

That was all I knew. I’d never been around a lot of money, never knew anyone that invested, and really didn’t know anyone that was successful in business.

Then at 20 came my first bold action. It came after reading the book, Rich Dad, Poor Dad by Robert Kiyosaki. This book opened my eyes to the world of investing, and the possibility of what you can achieve in your life without limitations. It proved to me that it didn’t matter where you are in life, you can choose your future.

From that point, I started reading everything I could on investing, which started educating me on business too. I started investing for myself, and then started studying finance. My world was soon money. In 2014 I was lucky enough to win the AMP New Financial Adviser of the Year award, and then from there went on to set up Profolio.

On this journey, there were key points where I made bold action, which on reflection, are the reason I am where I am. These are:

  1. Take action- Starting my own business has been the single hardest thing I’ve ever had to do, but I wouldn’t change it, and you will never be ready.

  2. Put yourself out there. Having the courage to nominate yourself for awards is hard, but the reward is so worth it.

  3. Don’t let other people’s doubt in you reflect what you believe you can achieve – I’ve had my fair share of people say that I wouldn’t achieve what I wanted, even my partner at the time, which was hard. Prove them wrong.

  4. Assess the people you surround yourself with. At 22, the people who I spent my time with had a negative impact on me or a negative outlook. My bold action was to remove these people from my life and find people that support and inspire me.

  5. Don’t let people tell you that you are not experienced enough. With the Financial Planning world being predominantly males in their 50s, it was hard enough to break through that and even harder to start up a business when you are relatively fresh. But experience can come from many places. Equally valuable are drive, passion, and an eagerness to help people.

How did you learn how to be successful in business?

I am a big believer in the fact you should never stop learning, and the day you do, is the day you go backwards.

Did you access any coaching or business education of any kind and would you recommend that to other women starting out in business today?

My recommendation is to take advantage of the significant amount of free online content and resources around that help anyone looking to get into business. This can give you a wealth of knowledge and skills at your fingertips.

Another favourite is podcasts, listening to these each day motivates me for the day ahead. Then of course Facebook groups.

As my career developed I could invest in myself by joining coaching and development programs. These have completely changed my expectations of my business, it isn’t just about the lessons I’ve learnt but also about the people you meet along the way. I now budget into each year money for coaching and personal development as a necessity.

The financial advice world is constantly evolving, especially in the last few years. Profolio is changing with it, we are focusing more on educating our clients to empower them to make informed financial decisions, with the aim of putting the power back in their hands.

What have you got planned for 2017? 

Look out for more interactive workshops and education pieces, plus an exciting 8-week Investor course we are putting together.

Between me and you though, 2017 is looking to be the year of release for my first book.  You can keep up to date with what Profolio is doing by  connecting  below:


Interview by Gretchen Hillhouse 2017

Follow Sarah’s journey and stay connected at;

Website- www.profolio.com.au

Facebook- www.facebook.com.au/profoliofinancialplanning

Instagram- @askprofolio


Interview: Clarissa Rayward

Interview: Clarissa Rayward

Interview: Elise Fritsch

Interview: Elise Fritsch