Grow Your Wealth

Grant Lovett – From Wall Street to Philanthropy: Lessons in Leadership, Risk, and Giving Back


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In this episode of the Grow Your Wealth podcast, host Travis Miller speaks with Grant Lovett, a seasoned financial markets expert whose career has spanned top-tier roles in New York, London, and Sydney. From his beginnings in public schooling in the Sutherland Shire to executive positions at UBS and the ASX, Grant shares his unconventional journey through accounting, trading, and public service—including a pivotal role as Chief of Staff to Hon. Joe Hockey. Grant opens up about managing mental health, the importance of mentorship, and his dedication to causes like the Black Dog Institute and the Story Factory. This insightful conversation covers everything from managing risk in volatile markets to advice for young professionals and entrepreneurs looking to break into finance. A must-listen for anyone interested in long-term wealth building, resilience, and living a meaningful life.


[00:01:50] – Career Snapshot: From UBS to ASX and Government Strategy

[00:03:04] – From Sutherland Shire to New York: An Unlikely Leap into Global Banking

[00:05:08] – Philanthropy and Advisory: Grant’s Current Focus

[00:06:37] – Key Mentors and the Value of Discipline in Finance

[00:08:14] – Personality Traits That Drive Success in Finance

[00:09:05] – Pivotal Career Moments and the Importance of Taking Chances

[00:11:30] – The Power of Fixed Income: Lessons from the GFC

[00:12:36] – What Drives Grant in Business and Life

[00:14:01] – Mental Health Journey: Giving Back to Black Dog Institute

[00:15:51] – Moving from Corporate to Entrepreneurship: Advice for Taking the Leap

[00:18:37] – Lessons from Failure: Document Everything and Plan Ahead

[00:22:11] – Making Decisions in Uncertain Markets

[00:23:16] – Tips for Graduates and Young Bankers

[00:25:38] – Lifelong Learning and Setting the Next Generation Up for Success

[00:27:24] – Career Advice Beyond University: Trades and Policy Shifts

[00:28:42] – Quickfire Questions: First Jobs, Advice, and Long-Term Wealth Tips

[00:32:05] – Final Thoughts and Connecting with Grant Lovett on LinkedIn


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