Episode #10 – Callum Howard from Planwell Financial Group

In this episode of the Network Connections podcast, Callum Howard from Planwell Financial Group assures everyone that he is not going anywhere - and he is here to stay for the longest time to help you with some sound advices when it comes to money matters. Watch the Video Show Highlights Some of the highlights of this episode include:Callum is one of the few or the rare ones in the industry that have been born and bred on financial planning.He got four young kids and constantly, still counting. His doing a head count every now and then obviously keeps him fairly grounded .Business for him is all about relationship. It's essential to stay focused on the relationship with a client because it's not one size fits all.He feels that within BNI,  it's all about being there to help other people - that's why he likes it. Referral Round Answers Here are Callum's answers to the questions in our Referral round. Watch the interview to get the full scoop. Bread and Butter Referrals Younger people, people getting into their first home, taking on debt for the first time, having kids, getting married. Cream Referrals Business owners, particularly those that are in partnership or have multiple owners. Dream Referrals Someone who influences businesses like that or even a bigger corporate business where it's not just buy-sell insurances, it can branch into a superannuation for all of their staff. Reach Out You can reach out and thank Callum at the Planwell Financial Group website, and of course meet him in person at our Thursday meetings at 10 am at the Wool Exchange Entertainment Complex in Geelong. Links Planwell Financial GroupPlanwell For Life  Full Transcript Click to Read Jürgen: Hi, I'm Jurgen Strauss. I'm from Innovabiz and I'm a member of the BNI Network Connections Chapter that meets every Thursday here in Geelong at the Wool Exchange Complex in Corio. On today's podcast it's my privilege with me another one of our members, Callum Howard from Planwell Financial Group. Welcome to the podcast Callum.Callum: Thanks, Jürgen. Thanks for having me.Jürgen: We're really looking forward to learning about the Planwell Financial Group, but before we learn about that I want to make sure that all our listeners and viewers know that, particularly if they're near Geelong or if they're coming through Geelong, in fact it's about to head into the Christmas holiday period so there's a lot of people that travel through Geelong. From the 22nd of January, again, we'll be resuming our regular Thursday meetings, 10 am at the Wool Exchange Complex in Corio street.Everybody is welcome to come along and meet Callum and meet all of the other wonderful business owners that are there that are dedicated to help one another grow their business and also help grow the professionalism and the reputation of each of our particular industries. Callum, Planwell Financial Group, you're in financial planning, you're in insurance. Tell me a little bit about how you got into financial planning and insurance.Callum: I've been in financial planning for around eighteen years now.Jürgen: Since you're in diapers.Callum: Yes, that's right, pretty much. I was probably one of the few or the rare ones in the industry that have been born and bred on financial planning. I started the first undergraduate course in financial planning eighteen, odd years ago. The first, as I say, born and bred financial planner, so that was a four year course. At the end of that we were highly sought after and I've been in the industry ever since. I love helping people. I always had an interest with money, and was pretty good with numbers at school so it's a natural fit.Jürgen: OK. How long ago did you get involved with Planwell?Callum: I've been with Planwell for almost nine years now. I got in contact with Planwell through my previous employment which was with AXA at the time which is now with AMP. My role there was to help out at one of the financial planning businesses with the advice that they're prov...