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Content Note: This episode discusses domestic violence, financial abuse, coercive control, and the challenges faced by survivors.
What are the warning signs of financial abuse, and where can someone find practical support to safely regain their independence?
In this episode of Financial Secrets Revealed, host Amanda Cassar is joined by Penny Fegan, General Manager of Your Toolkit, an online resource created to help women experiencing domestic and financial abuse access trusted information, practical tools, and support throughout their journey.
Drawing on extensive collaboration with survivors, legal professionals, and community organisations, Penny explains how financial abuse often develops alongside coercive control and other forms of domestic violence. She shares practical guidance on recognising early warning signs, creating a safety plan, understanding available support services, and rebuilding financial confidence after leaving an abusive relationship.
Whether you're seeking information for yourself, supporting someone you care about, or working with survivors professionally, this conversation offers valuable insights into recognising abuse and taking informed steps toward safety and financial independence.
In this episode, you'll learn:
• What financial abuse is and how to recognise the warning signs.
• How financial abuse is connected to coercive control and domestic violence.
• Why safety planning is an important first step.
• How resources like Your Toolkit can support survivors.
• Practical steps toward rebuilding financial wellbeing and independence.
About Financial Secrets Revealed
Hosted by Amanda Cassar, Financial Secrets Revealed explores the real-life stories, expert advice, and financial lessons that help people make informed decisions and build stronger financial futures. The podcast covers personal finance, financial wellbeing, wealth, financial literacy, and the impact of financial abuse on individuals and families.
If this episode was helpful, consider subscribing to Financial Secrets Revealed for more conversations with financial professionals, advocates, researchers, and people sharing their lived experiences.
Your Toolkit Resources
Your Toolkit Website: https://yourtoolkit.com/
Your Toolkit LinkedIn: https://www.linkedin.com/company/yourtoolkit/
Your Toolkit Facebook: https://www.facebook.com/Yourtoolkit
Your Toolkit Instagram | For Women: @yourtoolkit
Penny Fegan | LinkedIn : https://www.linkedin.com/in/pennyfegan/
Articles of Interest
The Men’s Behaviour Change Network WA is a collaborative group established to strengthen the working relationships across the perpetrator intervention system in Western Australia https://sfv.org.au/mbcp-network/
● https://www.anglicarewa.org.au/get-help/family-and-domestic-violence/changing-tracks
● https://www.centrecare.com.au/metro-services/family-and-domestic-violence-services-1/mens-domestic-violence-helpline-groups-choosing-respect
● No to Violence is a great resource as a website but doesn't run actual programs in WA at this stage https://ntv.org.au/
● White Ribbon Australia is the biggest national resource. It is good for workplace accreditation in effectively addressing and supporting FDV prevention (like a mini ISO standard to attain). https://www.whiteribbon.org.au/Workplaces-and-Schools/Workplace-Accreditation Also has strong men's change focus https://www.whiteribbon.org.au/Changing-Behaviour/Pathways-to-Change
● https://www.relationshipswa.org.au/services/family-domestic-violence/fair
● https://www.outcare.com.au/program/family-violence/
● My partner controls our money – is it economic abuse? https://yourtoolkit.com.au/my-partner-controls-our-money-is-it-economic-abuse/
● Am I in an abusive relationship? Coercive control signs to look out for https://yourtoolkit.com.au/am-i-in-an-abusive-relationship-signs-to-look-out-for/
Connect with Amanda Cassar
Amanda Cassar is an Australian Financial Adviser, author, podcast host, and advocate for financial literacy, retirement planning, wealth management, and aged care advice.
Follow Amanda for insights on personal finance, investing, retirement planning, financial advice, and wealth strategies for Australians.
Connect with Amanda:
• Amanda Cassar | https://amandacassar.com.au
• Wealth Planning Partners | https://www.wealthplanningpartners.com.au
• Trusted Aged Care Services | https://trustedagedcare.com.au
• Adviser Ratings Profile | https://www.adviserratings.com.au/
Explore the book:
• Financial Secrets Revealed by Amanda Cassar (Amazon, Booktopia, Barnes & Noble)
#FinancialAbuse #DomesticViolence #CoerciveControl #EconomicAbuse #FinancialWellbeing #SafetyPlanning #FinancialIndependence #AmandaCassar #Podcast #FinancialSecretsRevealed
Support the show
Can your relationship with money be transformed? How do financial habits, emotional spending, and financial trauma affect long-term financial wellbeing?
In this episode of Financial Secrets Revealed, host Amanda Cassar is joined by Darlene Morant, life empowerment coach and creator of the Haters Be Damned program. Drawing on both her professional background in accounting and finance and her personal experience overcoming financial hardship, Darlene shares her journey from bankruptcy to financial stability.
Amanda and Darlene explore how emotional triggers, limiting beliefs, and unhealthy money habits can contribute to overspending, debt, and financial stress. They discuss the importance of financial self-awareness, personal responsibility, and developing healthier financial behaviours that support long-term wellbeing.
This conversation offers practical insights for anyone working to overcome debt, rebuild confidence after financial setbacks, or create a healthier relationship with money.
In this episode, you'll learn:
• How emotional spending and money habits can affect financial wellbeing.
• Why financial self-awareness is an important step toward lasting change.
• Strategies for overcoming debt and rebuilding financial confidence.
• How financial trauma can influence spending and decision-making.
• Practical ways to create healthier financial habits and long-term financial resilience.
About the guest
Darlene Morant is a life empowerment coach and the creator of the Haters Be Damned program. Combining her experience in accounting and finance with her own financial recovery journey, she helps individuals develop greater confidence, resilience, and healthier relationships with money and themselves.
About Financial Secrets Revealed
Hosted by Amanda Cassar, Financial Secrets Revealed features conversations with financial experts, advocates, coaches, and people with lived experience to explore financial wellbeing, financial literacy, financial abuse, money mindset, and the financial decisions that shape our lives.
Whether you're paying off debt, rebuilding after financial hardship, or looking to improve your financial habits, this episode offers practical guidance and encouragement for creating a stronger financial future.
Connect with Darlene
LinkedIn: https://www.linkedin.com/in/darlene-morant-8b9768a0/
Facebook: https://www.facebook.com/profile.php?id=61567715240695
Instagram: @darlene.morant
Website: www.hatersbedamned.com
Connect with Amanda Cassar
Amanda Cassar is an Australian Financial Adviser, author, podcast host, and advocate for financial literacy, retirement planning, wealth management, and aged care advice.
Follow Amanda for insights on personal finance, investing, retirement planning, financial advice, and wealth strategies for Australians.
Connect with Amanda:
• Amanda Cassar | https://amandacassar.com.au
• Wealth Planning Partners | https://www.wealthplanningpartners.com.au
• Trusted Aged Care Services | https://trustedagedcare.com.au
• Adviser Ratings Profile | https://www.adviserratings.com.au/
Explore the book:
• Financial Secrets Revealed by Amanda Cassar (Amazon, Booktopia, Barnes & Noble)
#moneymindset #debtfreejourney #financialwellbeing #financialliteracy #emotionalspending #personalfinance #financialresilience #AmandaCassar #podcast #FinancialSecretsRevealed
Support the show
What is financial abuse, and what financial and legal challenges can someone face when leaving an abusive relationship?
In this episode of Financial Secrets Revealed Series 2, Amanda Cassar speaks with Daniela Henninger, Financial Counsellor, and Natasha McGrow, who share their insights into supporting women affected by domestic and family violence and financial abuse.
The conversation explores the financial realities that can arise when someone leaves a relationship, particularly when one person has controlled access to money, financial information or resources. Daniela brings her experience as a financial counsellor supporting women to better understand their financial circumstances, while Natasha shares insights from the legal side of domestic and family violence.
Together, they discuss why financial abuse can make it harder for someone to leave an unsafe relationship, the importance of understanding your financial position and where people may be able to find financial, legal and crisis support.
This episode is designed to increase awareness and encourage conversations around financial abuse, domestic and family violence, financial independence and access to support.
In this episode, we discuss:
About the Guests
Daniela Henninger is a qualified financial counsellor who has supported women working to understand and manage their finances, particularly during difficult relationship and life transitions.
Natasha McGrow brings legal experience and insight into domestic and family violence matters and the challenges faced by people seeking safety, support and legal assistance.
Their conversation with Amanda highlights the importance of a coordinated approach to support, including financial, legal and crisis services.
About Women's Legal Service Queensland
Women's Legal Service Queensland (WLSQ) is a community legal centre that provides free legal assistance to women in Queensland. Its services include support for women experiencing domestic and family violence, family separation or divorce, parenting and other legal matters.
🌐 Website: https://wlsq.org.au/
📞 Statewide Helpline: 1800 957 957
Monday to Friday, 9:00 am–4:30 pm
Support and Resources
If you or someone you know is experiencing domestic, family or financial abuse, support is available.
In an emergency: Call 000.
Women's Legal Service Queensland
Free legal assistance and support for women in Queensland.
📞 1800 957 957
🌐 https://wlsq.org.au/resources/get-help/
National Debt Helpline
Free, confidential financial counselling for people experiencing financial difficulty.
🌐 https://ndh.org.au/
DVConnect Womensline
Queensland crisis support, safety planning, information and referrals. Available 24 hours a day, 7 days a week.
📞 1800 811 811
🌐 https://www.dvconnect.org/womensline/
1800RESPECT
Australia's national domestic, family and sexual violence counselling, information and support service.
📞 1800 737 732
🌐 https://1800respect.org.au/
DVConnect Sexual Assault Helpline
Support, information and counselling for Queenslanders affected by sexual assault or abuse. Available 7:30 am–11:30 pm, 7 days a week.
📞 1800 010 120
🌐 https://www.dvconnect.org/sexual-assault-helpline/
About Amanda Cassar
Amanda Cassar is the host of Financial Secrets Revealed, a podcast inspired by her book of the same name. The series explores real-life money stories, financial lessons and conversations designed to help people better understand the role money plays in their lives.
🌐 Amanda Cassar: https://amandacassar.com.au/
🌐 Wealth Planning Partners: https://www.wealthplanningpartners.com.au/
🌐 Trusted Aged Care Services: https://trustedagedcare.com.au/
Get Your Copy of Financial Secrets Revealed
Amanda Cassar's Financial Secrets Revealed brings together stories, experiences and lessons from people with diverse financial journeys.
Learn more about the book and purchase options:
https://amandacassar.com.au/my-book/
Important: This episode discusses domestic, family and financial abuse. If you are in immediate danger, call 000. If you are experiencing abuse or are concerned about someone else's safety, consider contacting an appropriate professional, legal or crisis support service. The information in this episode is general in nature and is not a substitute for personalised financial, legal or crisis advice.
Support the show
How can financial advisers better support clients experiencing major life transitions such as divorce, bereavement, or financial abuse? What role does financial planning play in helping people rebuild confidence and financial security?
In this episode of Financial Secrets Revealed, host Amanda Cassar is joined by Louis Van de Merwe, CFP®, a Certified Financial Planner based in Cape Town, South Africa. With extensive experience in financial transition planning, Louis shares how advisers can help clients navigate significant life changes with empathy, practical guidance, and long-term financial planning.
Amanda and Louis discuss why financial abuse often goes unnoticed, how financial professionals can recognise subtle warning signs, and why specialist education is essential when supporting clients affected by coercive control, separation, or the loss of a partner.
The conversation also explores the similarities between financial planning in South Africa and Australia, highlighting how compassion, trust, and professional standards can improve client outcomes regardless of where they live.
In this episode, you'll learn:
What financial transition planning involves.
How financial advisers can recognise signs of financial abuse.
Why life events such as divorce, bereavement, and relationship breakdown require specialised financial support.
The importance of empathy and active listening in financial advice.
How financial professionals can help clients rebuild financial confidence and independence.
About the guest
Louis Van de Merwe, CFP®, is a Certified Financial Planner based in Cape Town, South Africa, with a focus on financial transition planning. He works with individuals and families navigating significant life changes, helping clients make informed financial decisions while supporting their long-term financial wellbeing.
About Financial Secrets Revealed
Hosted by Amanda Cassar, Financial Secrets Revealed features conversations with financial professionals, legal experts, advocates, researchers, and people with lived experience to explore financial abuse, financial wellbeing, financial literacy, and the financial decisions that shape our lives.
Whether you're a financial adviser, finance professional, or someone navigating a major life transition, this episode offers practical insights into building financial resilience and supporting informed decision-making.
Connect with Louis
WealthUp | LinkedIn https://www.linkedin.com/company/wealthup/
WealthUp Website: https://www.wealthup.co.za/
Connect with Amanda Cassar
Amanda Cassar is an Australian Financial Adviser, author, podcast host, and advocate for financial literacy, retirement planning, wealth management, and aged care advice.
Follow Amanda for insights on personal finance, investing, retirement planning, financial advice, and wealth strategies for Australians.
Connect with Amanda:
• Amanda Cassar | https://amandacassar.com.au
• Wealth Planning Partners | https://www.wealthplanningpartners.com.au
• Trusted Aged Care Services | https://trustedagedcare.com.au
• Adviser Ratings Profile | https://www.adviserratings.com.au/
Explore the book:
• Financial Secrets Revealed by Amanda Cassar (Amazon, Booktopia, Barnes & Noble)
#financialabuse #financialplanning #FinancialTransitionPlanning #certifiedfinancialplanner #financialwellbeing #divorceplanning #financialadvice #AmandaCassar #podcast #FinancialSecretsRevealed
Support the show
How can financial professionals recognise financial abuse and better support clients experiencing coercive control or domestic violence?
In this episode of Financial Secrets Revealed, Amanda Cassar is joined by Michelle Hoskin, founder of Standards International, to discuss the importance of education, professional standards, and specialist training in recognising and responding to financial abuse.
Amanda and Michelle explore the creation of the Financial Abuse Specialist Accreditation, an educational program designed to equip financial advisers and other professionals with the knowledge and confidence to identify the warning signs of financial abuse, respond appropriately, and connect clients with the right support services.
They also discuss why financial abuse is often overlooked, how it intersects with domestic and family violence, and the important role financial professionals can play in helping individuals regain financial independence and long-term financial wellbeing.
In this episode, you'll learn:
- What financial abuse is and why it often goes unrecognised.
- Why financial professionals need specialist training on financial abuse.
- How the Financial Abuse Specialist Accreditation was developed.
- The role advisers and finance professionals can play in supporting vulnerable clients.
- Why education, collaboration, and awareness are essential to preventing financial abuse.
About the guest
Michelle Hoskin is the founder of Standards International, an organisation dedicated to raising professional standards across the financial services industry. Through education, coaching, and professional development, Michelle works with advisers and businesses to improve client outcomes and build stronger, more ethical financial practices.
About Financial Secrets Revealed
Hosted by Amanda Cassar, Financial Secrets Revealed brings together financial experts, industry leaders, researchers, and people with lived experience to explore personal finance, financial wellbeing, financial abuse, and the financial decisions that shape our lives.
Whether you're a financial adviser, finance professional, student, or someone interested in financial wellbeing and consumer protection, this episode offers valuable insights into building safer, more informed financial services.
Connect with Amanda Cassar
Amanda Cassar is an Australian Financial Adviser, author, podcast host, and advocate for financial literacy, retirement planning, wealth management, and aged care advice.
Follow Amanda for insights on personal finance, investing, retirement planning, financial advice, and wealth strategies for Australians.
Connect with Amanda:
• Amanda Cassar | https://amandacassar.com.au
• Wealth Planning Partners | https://www.wealthplanningpartners.com.au
• Trusted Aged Care Services | https://trustedagedcare.com.au
• Adviser Ratings Profile | https://www.adviserratings.com.au/
Explore the book:
• Financial Secrets Revealed by Amanda Cassar (Amazon, Booktopia, Barnes & Noble)
#FinancialAbuse #FinancialAdviser #FinancialServices #ProfessionalDevelopment #FinancialWellbeing #EconomicAbuse #CoerciveControl #AmandaCassar #MichelleHoskin #FinancialSecretsRevealed
Support the show
Content Note: This episode discusses financial abuse, coercive control, narcissistic abuse, and the long-term impact of growing up in an abusive family environment.
How do childhood experiences shape our relationship with money? Can financial habits and beliefs be changed after experiencing financial abuse or growing up around it?
In this episode of Financial Secrets Revealed, host Amanda Cassar is joined by financial coach Leah Ellis for an honest conversation about the lasting effects of financial abuse across generations.
Leah shares her personal experience of growing up with a parent who experienced long-term financial abuse and coercive control. Together, Amanda and Leah explore how our early "money stories" influence financial confidence, decision-making, relationships, and financial wellbeing throughout adulthood.
The discussion also examines how healthy communication, financial transparency, and shared financial goals can help break unhealthy patterns and create stronger relationships. Leah combines lived experience with professional insights to offer practical strategies for building financial confidence and creating a healthier relationship with money.
Whether you're recovering from financial abuse, supporting a loved one, or simply looking to better understand your own money mindset, this episode offers valuable perspectives on healing, resilience, and financial empowerment.
In this episode, you'll learn:
• How childhood experiences shape your relationship with money.
• The long-term effects of financial abuse on financial confidence and wellbeing.
• How to identify limiting beliefs and unhealthy money patterns.
• Why financial transparency and communication are essential in healthy relationships.
• Practical ways to build financial confidence and create lasting financial wellbeing.
About the guest
Leah Ellis is a financial coach who helps individuals and families build healthier relationships with money through financial education, goal setting, and practical coaching. Drawing on both her professional expertise and lived experience, she supports people in developing greater financial confidence and resilience.
About Financial Secrets Revealed
Hosted by Amanda Cassar, Financial Secrets Revealed features conversations with financial experts, advocates, researchers, and people with lived experience to explore financial wellbeing, financial literacy, financial abuse, and the financial decisions that shape our lives.
If you found this episode helpful, subscribe to Financial Secrets Revealed for more conversations on personal finance, financial wellbeing, consumer advocacy, and financial safety.
Connect with Leah
Website: http://www.endeavorfinancialcoaching.com
Facebook: http://www.facebook.com/endeavorfinancialcoaching
Email: [email protected]
Instagram: https://www.instagram.com/endeavorfinancialcoaching/
LinkedIn: https://www.linkedin.com/in/leahkellis/
Connect with Amanda Cassar
Amanda Cassar is an Australian Financial Adviser, author, podcast host, and advocate for financial literacy, retirement planning, wealth management, and aged care advice.
Follow Amanda for insights on personal finance, investing, retirement planning, financial advice, and wealth strategies for Australians.
Connect with Amanda:
• Amanda Cassar | https://amandacassar.com.au
• Wealth Planning Partners | https://www.wealthplanningpartners.com.au
• Trusted Aged Care Services | https://trustedagedcare.com.au
• Adviser Ratings Profile | https://www.adviserratings.com.au/
Explore the book:
• Financial Secrets Revealed by Amanda Cassar (Amazon, Booktopia, Barnes & Noble)
#FinancialAbuse #MoneyMindset #FinancialWellbeing #FinancialLiteracy #CoerciveControl #FinancialCoaching #FinancialConfidence #AmandaCassar #Podcast #FinancialSecretsRevealed
Support the show
What is financial abuse, and how can someone recognise the warning signs when financial control becomes part of an abusive relationship?
In this episode of Financial Secrets Revealed Series 2, Amanda Cassar speaks with Dominique Bergel-Grant, a financial adviser and specialist in supporting people through divorce and major life transitions.
Dominique shares her deeply personal experience of emotional and financial abuse during her marriage, including how the abuse developed, why she initially told no one and the long-term impact of navigating a relationship where financial control and abuse were present.
She also discusses life after separation, rebuilding her future and the challenges of continuing to co-parent with a former partner.
This is an important and honest conversation about a difficult subject that is not always easy to recognise or talk about. Amanda and Dominique lift the lid on financial abuse, exploring how it can affect a person's independence, confidence and ability to make financial decisions.
Most importantly, this episode offers hope. By increasing awareness and encouraging conversations around financial abuse, Dominique's story highlights that support is available and that it is possible to move forward, rebuild and create a new future.
In this episode, we discuss:
About Dominique Bergel-Grant
Dominique Bergel-Grant is a financial planning professional with extensive experience supporting people through significant life transitions. Her work includes divorce financial planning and helping individuals navigate the financial and personal challenges that can arise during separation and divorce.
Her experience and professional focus have also included financial planning, divorce coaching and supporting people as they rebuild clarity and confidence during major life changes.
Connect with Dominique:
🌐 Leapfrog LIFE: https://www.leapfroglife.com.au/
💼 LinkedIn: https://au.linkedin.com/in/dominiquebergelgrant
About Amanda Cassar
Amanda Cassar is the host of Financial Secrets Revealed, a podcast inspired by her book of the same name. The series explores real-life money journeys and lessons from people of different backgrounds and experiences, including financial professionals, business leaders and everyday people.
Amanda is a financial adviser, author and Director of Wealth Planning Partners. Her work focuses on helping make financial concepts easier to understand and supporting people to make informed decisions about their financial future.
🌐 Amanda Cassar: https://amandacassar.com.au/
🌐 Wealth Planning Partners: https://www.wealthplanningpartners.com.au/
🌐 Trusted Aged Care Services: https://trustedagedcare.com.au/
Get Your Copy of Financial Secrets Revealed
Amanda Cassar's Financial Secrets Revealed brings together insights, experiences and money lessons from people with very different financial journeys.
To learn more about the book and purchase options, visit:
https://amandacassar.com.au/my-book/
Disclaimer: This podcast is intended for educational and general information purposes only. It does not constitute financial, legal or other professional advice. If you are experiencing abuse or believe you may be at risk, consider seeking appropriate professional and local support.
Support the show
Financial abuse is one of the most overlooked forms of domestic and family violence. It can affect anyone, regardless of age, income, education, or background, and often occurs alongside coercive control and other forms of abuse.
In Season 2 of Financial Secrets Revealed, Amanda Cassar explores the many forms of financial abuse through conversations with survivors, financial professionals, legal experts, researchers, advocates, and community leaders from around the world.
Each episode examines the warning signs of financial abuse, the impact of economic control on individuals and families, and practical steps toward financial safety, recovery, and independence. Topics include coercive control, domestic and family violence, financial literacy, consumer protection, financial counselling, fraud prevention, legal rights, and rebuilding financial wellbeing after abuse.
Whether you're looking to better understand financial abuse, support someone experiencing it, or learn how financial professionals can make a difference, this season offers expert insights, lived experiences, and practical guidance to help inform and empower.
Subscribe to Financial Secrets Revealed for conversations that raise awareness, promote financial wellbeing, and support safer financial futures.
Connect with Amanda Cassar
Amanda Cassar is an Australian Financial Adviser, author, podcast host, and advocate for financial literacy, retirement planning, wealth management, and aged care advice.
Follow Amanda for insights on personal finance, investing, retirement planning, financial advice, and wealth strategies for Australians.
Connect with Amanda:
• Amanda Cassar | https://amandacassar.com.au
• Wealth Planning Partners | https://www.wealthplanningpartners.com.au
• Trusted Aged Care Services | https://trustedagedcare.com.au
• Adviser Ratings Profile | https://www.adviserratings.com.au/
Explore the book:
• Financial Secrets Revealed by Amanda Cassar (Amazon, Booktopia, Barnes & Noble)
#FinancialAbuse #DomesticViolence #CoerciveControl #FinancialWellbeing #FinancialLiteracy #EconomicAbuse #AmandaCassar #Podcast #FinancialSecretsRevealed
Support the show
Welcome to the Financial Secrets Revealed final podcast episode for 2021 where Amanda Cassar wraps up Season 1, based on the contributors to the book of the same name.
Amanda recaps the lessons learns and fun she’s had recording the series. Also, she announces the theme of Season 2 – dropping in 2022: Lifting the Lid on Financial Abuse. It’s a bit of a darker topic, but definitely one that needs exploring, to help all victims become survivors.
We hope you’ve gained lots of insights and look forward to joining you again in the New Year.
Offer
Purchase your copy of Financial Secrets Revealed on Amazon:
Financial Secrets Revealed: Cassar, Amanda: Amazon.com.au: Books
Purchase your copy of the book on Booktopia:
Financial Secrets Revealed, Collective Wisdom from Business Gurus, Financial Geniuses and Everyday Heroes by Amanda Cassar | 9781925648546 | Booktopia
Purchase your copy of the book on Barnes & Noble:
Financial Secrets Revealed by Amanda Cassar, Paperback | Barnes & Noble® (barnesandnoble.com)
Follow
Catch up with Amanda Cassar, host of Financial Secrets Revealed on Twitter and Instagram @financechicks or on LinkedIn at Amanda Cassar | LinkedIn
Websites:
989e527ceefbc79566fbe06407c0d3a8df72820d
Support the show
Why is financial literacy so important, and how can learning from your own money experiences help you make better financial decisions?
In this episode of Financial Secrets Revealed, Amanda Cassar speaks with Erin Truscott, a financial adviser based in Brisbane, Australia, about her personal financial journey, the money lessons she learned along the way and why understanding your own finances matters.
Erin believes that some of life's most valuable money lessons come from experience. Her goal is to help others become more financially aware and learn important financial lessons a little sooner than she did.
As a financial adviser, mum and passionate advocate for financial literacy, Erin shares her perspective on understanding what you know, recognising where you may need help and building the confidence to make informed financial decisions.
Amanda also explores how Erin balances a busy professional and personal life, from financial advice and family to her involvement with fundraising initiatives, including cycling to support Hands Across the Water.
This episode is a conversation about financial literacy, money confidence, learning from experience and taking practical steps towards a better understanding of your finances.
In this episode, we discuss:
About Erin Truscott
Erin Truscott is a Senior Financial Adviser at Direct Wealth with more than a decade of experience in financial services. Her work focuses on helping clients develop strategies aligned with their lifestyle and financial goals, with a belief that wealth is about more than money alone.
Erin has also been involved in financial literacy conversations and podcasting, including her work with Fraser Jack and The Money Nerds.
Connect with Erin:
🌐 Direct Wealth: https://directwealth.com.au/our-team/erin-truscott/
💼 LinkedIn: https://www.linkedin.com/in/erin-truscott-79a63532
Facebook: https://www.facebook.com/erin.truscott.7
About Amanda Cassar
Amanda Cassar is the host of Financial Secrets Revealed, a podcast based on her book of the same name. The podcast explores the real-life money journeys of people from all walks of life, uncovering the experiences, challenges and lessons that have shaped their relationship with money.
Amanda is a financial adviser, author and Director of Wealth Planning Partners, with a long-standing focus on making complex financial topics easier to understand.
🌐 Amanda Cassar: https://amandacassar.com.au/
🌐 Wealth Planning Partners: https://www.wealthplanningpartners.com.au/
🌐 Trusted Aged Care Services: https://trustedagedcare.com.au/
Get Your Copy of Financial Secrets Revealed
Amanda Cassar's Financial Secrets Revealed brings together money stories and lessons from business leaders, financial professionals and everyday people. The book explores topics including financial education, budgeting, managing setbacks and the different experiences that shape our relationship with money.
To learn more about the book and purchase options, visit Amanda's official website:
https://amandacassar.com.au/my-book/
Disclaimer: This podcast is for educational and general information purposes only. It does not constitute financial, tax or legal advice. Please consider your personal circumstances and seek professional advice before making financial decisions.
Support the show
From the publisher's feed
The podcast is based on Amanda Cassar's book: Financial Secrets Revealed and asks people from all walks of life about their money journey. Whether surviving on Government pensions; or thriving with…
Amanda is a writer, dreamer, author, blogger, regular traveler, business owner, friend, mother, wife and philanthropist. She loves good food, great wine, the company of her friends and family and a fabulous pair of heels. She totally believes that life is meant to be lived and has trekked the Bwindi Impenetrable Forest in Uganda to see the endangered Mountain Gorillas, has gone scuba diving from Lake Malawi to the Cook Islands and has her motorbike license.
Amanda is the sole Director of Wealth Planning Partners, a financial advisory firm and Trusted Aged Care Services, helping families navigate the maze of Aged Care. She is a proud supporter of the financial services industry and a champion for raising financial literacy levels.
Season 1 interviews those who appeared in the book.
Season 2 shines the spotlight on Financial Abuse.
Season 3 we Meet the Experts.
This podcast is for entertainment and educational purposes only. It does not replace professional financial, tax or legal advice. Any advice is general in nature and takes no account of your personal objectives, situation or needs.
Because of that, you need to consider if you should act on the information. If you purchase any product mentioned in this podcast, you should read the Product Disclosure Statement and obtain appropriate financial advice that is tailored to your personal needs.