In my travels as a financial adviser, I meet lots of smart, passionate and helpful people. These are usually professionals who are deeply knowledgable about what they do and just like me, truly focused on helping people. After almost a decade of working with my own clients, I've always wanted to further add value but was never sure how to get these conversations out to the world. Well, nothing like a Pandemic to get things rolling and just like that the professional series is born! This podcast gives you access to these people who will share their stories with you.You'll be able to listen in on people who I know can help you out from a range of backgrounds. All who are hand-selected to focus on delivering gritty type ideas that you can hopefully action straight away. My guests will share their stories, goals, achievements and insights. The things they have learnt and the missteps that they may have made. All with the focus on providing quality, and quantifiable content so you can improve your own life even if it's just a tiny fraction. Also, are you looking to work with Wealthlab? Then great, this podcast has been set up for professionals and business owners who want to access the tools and understandings that we use to deliver our advice. You'll be able to listen in on how I think, talk and interact. If you're looking to work with a financial planner who values align with your own then have a listen! I'm a high energy, big picture and focused on working up towards big long term goals. So I'm not right for everyone but Wealthlab is a small little team of clients and we would love to welcome you in. Thanks for listening! We love your support, please subscribe, review, comment and share this episode to help educate more people around improving their lives!General Advice Warning Information in this podcast has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained is General Advice and does not take into account any your particular investment objectives, financial situation and particular needs. Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances. Past performance of financial products is no assurance of future performance. Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products which may be mentioned in this podcast. Ideally, we suggest you speak with a licensed financial planner and seek out personal advice! e.g What this all means is; talk to us before you make any investment or insurance decisions: https://zoom.ai/go/mycallwithwealthlab
Ep. 12 - 1 of 3, Financial planning. "I’m a financial planner, don’t judge me."
Scott and Scott talk about what we see if wrong with the Financial Planning Industry. Where it could do better to help Australians with their money questions and the ways we would do things differently. Join us for a light-hearted and chat exploring the world if finance and sometimes the silly things we come across in our travels as Financial planners.
Ep. 11 - Improve your Networking with Richard Cholewick
DescriptionRichard is the Partnerships Manager at Benjamin & Benjamin Insurance Group and we LOVED having him on today. He's been a fantastic connecting for many of our clients and it's great to have sat him down to pick his brains. The questions we...
Ep. 10.5 Welcome to the new year, and season 2!
Welcome to the brand-new season of #theprofessionalseries! I'm back with a fully recharged vibe, business and bringing you even more value. Wealthlab was set up in a pandemic and this podcast is a testament to resilience and new ideas. I meet a lot of...
Ep. 10 - A beginners guide to whisky, investing and picking a one that you'll love!
Why listen to this podcast? You want to learn more about Whisky and how it relates to the world of investing, tasting and the business of importing spirits? Then we have the episode for you! Learn more about the whisky process and how to pick a whisky...
Ep. 9 - Trademarks, get your own one the easy way
Zane from Trademarks online talks to us via NZ about what you need to do to get your own one and it doesn't' need to be so difficult
Ep. 8 - What to Do When you need a lawyer with Michel Margalit, Principal at Margalit Injury Lawyers
In this episode, Michel talks to us about how the legal profession can support you or your family if they ever need a lawyer. How being open and honest can help the legal process and that you can negotiate your way forwards. We loved talking to Michel - she has some terrific stories, a really interesting life journey setting up her own firm and managing a young family and advice on fixing your fee’s up front!
Customer ReviewsSee All
Good job on this Scott and look forward to joining you on a podcast in the future to discuss the world of recruitment and the impacts of COVID-19!.