1
00:00:00,000 --> 00:00:04,720
Sonia, where would you say that this vision come from?

2
00:00:04,720 --> 00:00:11,840
So in my previous corporate role, I was what we call a financial planner.

3
00:00:11,840 --> 00:00:13,840
I worked in corporate finance for some time.

4
00:00:13,840 --> 00:00:15,320
I was a bank manager before that.

5
00:00:15,320 --> 00:00:19,740
By the time I was 23, I had my first house at 20.

6
00:00:19,740 --> 00:00:24,560
And then I was in commercial lending as well in the banking game.

7
00:00:24,560 --> 00:00:29,760
So I got to see so many aspects before I actually became a business owner about the finance

8
00:00:29,760 --> 00:00:35,120
background and creating wealth just for day-to-day individuals, not even specifically business

9
00:00:35,120 --> 00:00:37,080
owners just across the board.

10
00:00:37,080 --> 00:00:42,000
And I was really shocked because the financial education just isn't there in the schooling

11
00:00:42,000 --> 00:00:43,000
system.

12
00:00:43,000 --> 00:00:44,000
It just isn't.

13
00:00:44,000 --> 00:00:49,320
Unless people are actively seeking it out or they're being presented with it at an opportunity

14
00:00:49,320 --> 00:00:54,160
such as when you're in the bank, which let's be real, doesn't happen anymore because everything's

15
00:00:54,160 --> 00:00:59,200
online, people just aren't getting that information and education.

16
00:00:59,200 --> 00:01:01,400
So they don't know what they don't know.

17
00:01:01,400 --> 00:01:05,100
And it's really detrimental to them in the long term because they're losing all this

18
00:01:05,100 --> 00:01:08,320
time that they could be taking to invest.

19
00:01:08,320 --> 00:01:10,920
Now I've been in business for 15 years.

20
00:01:10,920 --> 00:01:13,040
I've been in multiple businesses.

21
00:01:13,040 --> 00:01:18,280
My husband and I have a very successful construction business as well.

22
00:01:18,280 --> 00:01:23,640
And I've just seen, even though we're turning over millions and millions of dollars, we've

23
00:01:23,640 --> 00:01:29,880
had all kinds of things happen where it's heavily impacted the company financially.

24
00:01:29,880 --> 00:01:33,160
And I just didn't want that to be the only thing that we had.

25
00:01:33,160 --> 00:01:38,280
I just wanted to have something else as a backup so that I could still get my goal,

26
00:01:38,280 --> 00:01:43,240
still get my dream and reach my purpose, which I needed to have the funds for.

27
00:01:43,240 --> 00:01:48,860
But it really helped take that pressure off it being the sole entity that brought income

28
00:01:48,860 --> 00:01:49,860
in.

29
00:01:49,860 --> 00:01:55,360
So now I have a great wealth portfolio and I know that my children will be able to have

30
00:01:55,360 --> 00:01:57,280
something when they come through.

31
00:01:57,280 --> 00:02:01,520
And that's really how it really started was really from that corporate standpoint and

32
00:02:01,520 --> 00:02:05,240
viewing the lack of education in this space.

33
00:02:05,240 --> 00:02:20,880
And it's really concerning actually.