35 min
EP#18 Balancing Pro-Bono Advice in your business The Jenesis Gems Podcast
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- Education
Financial advice is a vehicle that can change people’s lives, but it is the trusted relationship with a financial adviser that is the key to helping people. Of course, not everyone understands or has access to financial advice, least of all people that are going through a difficult health situation.
Nicola Beswick, Financial Adviser and Chair of the Pro-bono Advice Network (PFAN), joins Jenny to share her pathway into financial advice and discuss the role of PFAN and its purpose. We learn about the amazing financial advisers already part of the pro-bono advice network, how you can get involved, and the skills needed to provide this style of advice. If you are considering how to participate in providing Pro-bono advice, listen in to this illuminating episode!
Nicola Beswick is a financial adviser, mentor and confidante who empowers people to create a financially certain future free from stress and uncertainty. Today, Nicola works with all types of clients in various situations, circumstances and portfolio sizes to ensure they are working towards a life they desire and deserve.
In mid-2019, Nicola became involved at an advisor level in the Pro-bono Financial Advice Network (PFAN). PFAN specifically provides advice to individuals who have experienced a health crisis. She was subsequently elected as a director in late 2019 and then Chair in July 2021.
https://www.probonoadvice.com.au/
Financial advice is a vehicle that can change people’s lives, but it is the trusted relationship with a financial adviser that is the key to helping people. Of course, not everyone understands or has access to financial advice, least of all people that are going through a difficult health situation.
Nicola Beswick, Financial Adviser and Chair of the Pro-bono Advice Network (PFAN), joins Jenny to share her pathway into financial advice and discuss the role of PFAN and its purpose. We learn about the amazing financial advisers already part of the pro-bono advice network, how you can get involved, and the skills needed to provide this style of advice. If you are considering how to participate in providing Pro-bono advice, listen in to this illuminating episode!
Nicola Beswick is a financial adviser, mentor and confidante who empowers people to create a financially certain future free from stress and uncertainty. Today, Nicola works with all types of clients in various situations, circumstances and portfolio sizes to ensure they are working towards a life they desire and deserve.
In mid-2019, Nicola became involved at an advisor level in the Pro-bono Financial Advice Network (PFAN). PFAN specifically provides advice to individuals who have experienced a health crisis. She was subsequently elected as a director in late 2019 and then Chair in July 2021.
https://www.probonoadvice.com.au/
35 min