Finance & Fury Podcast

Welcome to Say What Wednesday - Today’s episode is a special one! Plus there’s a bit of an announcement at the end. This all started with a question I asked myself a few years ago. The question is: How can I increase the financial literary of Australians? The Back Story Started reading books about investing at age 12, played the ASX School Share Market Game as well Started investing at 16 years old, just before finishing school Went to Uni and did Commerce and Economics degrees Started in financial planning after graduating and never looked back I had a lot of financial knowledge, but my clients didn’t (which is why they were coming for advice!) I had a ‘Eureka!’ moment – most of the initial meetings I was having with clients was spent simply educating them on a few of the same basic principles. Teaching people was 60% of the job. Previously I hadn’t thought too much about the fact that people didn’t have the same background or exposure to finance as me; I was pretty naive starting out – I assumed everyone