In our latest podcast episode Senior Financial Adviser, Greg Baker, speaks about how his love for mathematics led him to be a teacher, lecturer, actuary, and finally, a financial advisor. He discusses some of the difficulties he has faced during his career, particularly the impacts of new legislation on the financial planning industry, following the Royal Commission enquiry.
Greg delves into the importance of honest business practice and advising, and how he prioritises his clients’ best interests to attain their financial goals. In gaining their trust, Greg builds strong personal relationships with his customers, one of the aspects of his job that he is most passionate about.
According to Greg, the key to investment success is patience, accepting and embracing volatility, and compound interest!