Spotlight on… Elise Wright

Elise joined the Five Wealth team six months ago as a Financial Planning Assistant and has quickly become an integral part of the team. With nearly a decade of experience in the financial planning industry, Elise previously worked as an administrator at another firm, honing her expertise and supporting clients with dedication and professionalism. We had the opportunity to speak with Elise about her role at Five Wealth and her enthusiasm for contributing to the team’s continued success.

How would you describe your role to someone outside of finance?
I’m responsible for all the admin involved in our financial planning services, but also the technical aspects, which many people may not realise. As a financial planning assistant, we’re the ones placing all the investments on behalf of our clients, ensuring their decisions are done correctly and on time. Along with the adviser, I’m also one of the main points of contact for many clients, speaking with them regularly over the phone and email to ensure they’re aware of everything and know where things are at.

If we looked at your desk right now, what would it say about you?
I’d like to think it says I’m organised – everything has its place. Quite boring really! In the office, I’m known for my Taylor Swift lanyard because I’m a big Swiftie and guaranteed to be talking about Taylor Swift if you’re stopping for something. My desktop is clean, and everything is always organised in its own folders. You’ll never find my desk full of unnecessary clutter!

What’s a piece of financial wisdom you’d give your younger self?

What I love most about financial planning is pensions. They don’t always feel exciting, especially when you’re young, but they’re one of the most powerful tools for your future. Too often people my age opt out because retirement feels like a lifetime away, but the truth is, the earlier you start, the more freedom and choices you’ll give your future self.

If Five Wealth made a “team soundtrack,” what song would you add and why?
It would have to be Shake It Off by Taylor Swift. The world is full of uncertainty right now, whether that’s market volatility, changing taxes or tariffs. It can all feel overwhelming at times but at Five Wealth, we believe the best approach is to rise above the noise, ‘Shake It Off’ and focus on what really matters. Careful, thoughtful and prudent financial planning in rocky times is key. By shaking off the noise, we’re all about staying grounded and helping our clients feel secure no matter what’s happening in the wider economic environment.

What’s a little-known fact or fun story about you that colleagues might be surprised to hear?
I was told I can’t leave this interview without mentioning my second job. I work for a bookmaker at weekends, so I spend a lot of time at the horse racing. It’s my brother’s company; he’s been in the industry since 2018 and I’ve worked there for the last 4-5 years. It’s just a fun thing to do on the side. A lot of it is numbers-based and computerised, so you’re not working out the odds off the top of your head!