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Isabella Chard

Client Support – Discovery Team
Isabella McKnight
Experience

Isabella is passionate about creating meaningful connections with clients and making sure everyone feels genuinely supported throughout their financial journey.

She recently stepped into the financial services after three years in administration and time spent working at a small tax firm. That experience helped her develop a strong eye for detail and a client-first mindset—both of which she brings to her role every day.

What she loves most about her job is meeting new people and being someone clients can rely on. She aims to make each interaction feel welcoming and helpful.

Outside of work, you’ll usually find her baking something sweet, curled up with a good book, or spending time with her cocker spaniel, Humphrey—her much-loved fur-child.

Expertise
Client Services
Get to know Isabella Chard

What do you wish people knew about financial planning?

That it isn’t just for those who have already got their finances organised or have their wealth. It is for everyone.
Get to know Isabella Chard

What is your favourite thing about being part of the My Wealth Solutions team?

The whole team and the supportive network MWS has. Everyone is incredibly friendly and happy to share knowledge and help each other out.
Get to know Isabella Chard

If you could give one piece of advice to the Isabella from 10 years ago, what would it be?

To put down the extra coffee because it will start my expensive coffee addiction!
Get to know Isabella Chard

What’s your weirdest office habit?

Taking my shoes off and sitting cross legged at my desk.

Let’s have a chat, obligation free!

3 colleagues smiling at the office

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