In this upbeat episode of the Jenesis Gems Podcast, Jenny Pearse is joined by Clinton Weekes, CEO of Contract Paraplanning Services (CPS), for a dynamic and insightful chat about what it really takes to build a thriving service business that supports financial advisers across Australia. 💼✨

Clinton shares his journey to business ownership and how his experience across multiple facets of the industry—from client-facing advisory roles to the operational expertise of paraplanning—has shaped his approach to leading CPS. With a strong focus on innovation, clear communication, and consistently bringing value to the advisers they support, Clinton offers real insight into the mindset and strategy behind a purpose-led service business.

🔧🤝 Jenny and Clinton also explore the role of authentic marketing, particularly on LinkedIn, and why showing up with your story and values is essential for building trust and connection in today’s business environment.

📣💬 Whether you're in advice, run a support business, or just love hearing how great service businesses are built—this episode is packed with practical gems, fresh thinking, and plenty of inspiration.

🎧 Don’t miss it—tune in now and get ready for a great conversation full of insight and impact!

In this episode of Jenesis Gems, Jenny is joined by the incredible Nattalia Smith, Financial Adviser and Founder of TruWealth Advice, for a heartfelt conversation about her journey, her passion for helping women with financial advice, and how she’s built a business that genuinely makes an impact. We dive into how TruWealth has evolved to focus on supporting women with financial advice, the core values that shape Nattalia’s approach, and how she’s used marketing and money coaching to build genuine connections with her clients. They also chat about why we need more women in financial advice and what we can do to encourage and support them on this career path. Nattalia’s story is inspiring, her insights are invaluable, and her energy is contagious! If you're passionate about empowering women in finance—or just love hearing about businesses that put purpose at the heart of what they do—this is an episode you won’t want to miss. 🎧✨

In a special twist for Episode 29 of the Jenesis Gems Podcast, we're flipping the script! 🎙️ This time, Jenny Pearse steps out of the host chair and into the guest seat, with none other than her daughter, Hayley Pearse—Financial Adviser at Caboodle Financial Services—taking on the role of host. With a unique perspective as a financial adviser and someone who has witnessed Jenny’s journey with Jenesis over the past two decades, Hayley leads an insightful and personal conversation. Together, they explore Jenny’s path in financial services marketing, the lessons she has learned, and the passion that drives her work. From industry shifts to personal reflections, this episode is filled with stories, insights, and a few surprises along the way. Tune in for an engaging chat that brings a fresh perspective to the Jenesis story! 🎧✨

In Episode 28 of the Jenesis Gems Podcast, Jenny welcomes Craig Banning from Navwealth Financial Group for an insightful discussion on "Innovating Financial Advisory: People, Technology, and AI in Today's Landscape." Craig dives into the Navwealth approach, sharing how their integrated model of financial advice is rooted in core values, team culture, and a client-centred message. Jenny and Craig also tackle the hot topic of technology and AI in the advisory space. While technology is familiar territory, AI has emerged as the new player—one with significant potential but requiring thoughtful application. Craig shares how Navwealth leverages technology while keeping human connection at the heart of its client relationships. This episode reinforces the importance of blending innovation with authenticity. Craig’s insights into balancing cutting-edge tools with a strong human touch provide valuable guidance for advisors navigating today’s rapidly evolving landscape. With over 30 years of experience, Navwealth Financial Group has built a team of highly skilled advisors delivering comprehensive financial advice across multiple business centres. Their integrated approach is designed to guide clients intentionally through their financial journey, helping them reach their goals with clarity and purpose. Tune in to discover what’s on the horizon for Navwealth and hear Craig’s hidden gem advice for anyone starting out in financial advice. This episode is packed with insights on building an advisory business that balances innovation with a strong human touch!

Join Jenny on Episode 27 of the Jenesis Gems Podcast as she welcomes Dave Power from Power Creative. 🎥 Established in 2001, Power Creative produces impactful video content for brands and businesses worldwide. Dave's passion for creating videos that deliver powerful messages and strong connections remains as strong today as it was when he started. In this episode, Jenny and Dave dive into ‘The Power of Visuals & Leveraging Video in Marketing.’ They discuss the essential elements of great video content and the 3 “T’s” – Team, Tools, and Technical—necessary for achieving an A-team with your videographer. Dave shares his insights into the ever-evolving video industry, highlighting current trends and the importance of constant innovation. 📈 Tune in to discover common mistakes to avoid when creating videos, real-life success stories, and Dave’s key tips for crafting any type of video content. Don't miss this insightful conversation packed with practical advice and industry expertise! 🎙️✨

Join Jenny on the latest episode of the Jenesis Gems podcast as she welcomes Kris Meuwissen from Wealtheon Financial Services. Kris takes us on his journey in financial advice, from an early entry point to a sea change and eventually a tree change. In this episode, Jenny and Kris delve into the intricacies of creating a regionally based financial advice business designed around lifestyle yet servicing clients across various locations. Kris shares his challenges and the methods he employed to build relationships and a successful business during Wealtheon's first 5 years. Kris chats with Jenny about understanding the balancing act of managing online clients with face-to-face engagement. He shares why, along with his wife and business partner, Lauren, their focus is on prioritising life over work and money. Kris’s innovative approach to financial advice is packed with valuable insights and gems. Tune in now to discover more!

www.wealtheon.com.au

Explore building futures the pathway to financial advising in Episode 25 of the Jenesis Gems Podcast. Join host Jenny Pearse as she engages in a compelling discussion with two guests from JBS Financial, CEO Jenny Brown and Provisional Financial Adviser Kaitlin Mifsud. Kaitlin shares her journey to advice as a career option, along with the steps she took and understanding expectations. Together, they highlight the crucial importance of nurturing future leaders and advisers while exploring the evolving landscape of supporting new market entrants to the field. Jenny Brown provides insights into what JBS Financial has done to embrace the professional year program and support two advisers in this process. Gain valuable insights Jenny and Kaitlin into the past versus present practices, including the impact of the new professional year on advice businesses and those undergoing it. Delve into the unique experiences of women in financial advice and the transformative learning journey that has shaped Jenny and Kaitlin's careers. Don't miss this episode, packed with invaluable wisdom and inspiration for anyone considering a career in financial advice or seeking to support new talent in their business. Tune in now to listen and empower your journey in the world of financial advice!

In Episode 24 of the Jenesis Gems Podcast, Jenny is joined by Corey Wastle, CEO of Verse Wealth, a multi-award-winning financial advisory business in Australia. Together, they dive into the topic of "Unveiling the Power Trio: Team Culture, Client Experience, and Marketing Strategies.” Corey shares insights into how he has invested in these key areas to foster success within his business. Corey provides valuable perspectives on building a thriving financial advisory firm, from establishing core values that shape the company culture to crafting memorable client experiences reflected in their marketing efforts. He reflects on his journey into financial advice, guided by family values and early investment experiences, and emphasises the importance of aligning your business with your ideal client base. Discover how Verse Wealth integrates core values into their daily operations, empowering every team member to contribute to the company's culture. Corey highlights the crucial link between effective leadership, a positive culture, and exceptional client experiences, emphasising the significance of attention to detail in customer interactions. Tune in to learn how understanding your business's identity and target audience can drive effective marketing strategies that resonate with your ideal clients. Don't miss out on Corey's valuable insights into cultivating a successful business through culture, client experience, and strategic marketing.

https://www.versewealth.com.au/

Join Jenny on the Jenesis Gem Podcast as she welcomes Michelle Hoskins from Standards International in London to discuss a vital yet often overlooked topic: financial abuse. Michelle sheds light on the role financial advisers can play when encountering clients experiencing financial abuse and economic harm, emphasising its global prevalence across all demographics.

Trigger warning: This episode addresses sensitive content related to financial abuse, with a focus on providing support and resources for financial advisers confronted with this issue.

Michelle explains the concept of financial abuse and its alarming prevalence, outlining the pathway to the creation of the Financial Abuse Specialist Certification in collaboration with Australian Financial Adviser Amanda Cassar. Jenny engages Michelle on the steps financial advisers can take to obtain certification in this field and highlights key red flags to watch for. In scenarios where a client is clearly experiencing abuse, both domestic and economic, Michelle advises on immediate actions, including encouraging the client to contact the authorities if in immediate danger. She provides valuable resources and organisations for support, emphasising the importance of specialised assistance in complex cases of domestic abuse. MH: The first thing to do is to identify if your client is in any immediate danger. If so, encourage them and/or support them to phone the police. It is key that you do not put yourself in any immediate danger, but if this is the case, you can also call the police for yourself if you feel you are not safe. Check out Michelle's Standard's International Financial Abuse - Useful Resources guide (available on the Jenesis website www.jenesis.net.au) or head to the www.cwes.org.au website. In addition, encourage and support your client to reach out to a friend, family member, work colleague or, line manager or even their GP. Domestic abuse is a complex area and needs to be supported by specialists and experts in these areas. As they are your client, please make sure that you reassure them that you are here to help them and support them through this without any judgment. For information on the Standards International Financial Abuse Specialist Certification, head here. 

This is an episode not to be missed!

Disclaimer: If you should feel that you, or someone you know, is in immediate danger, please call the Police on 000 or call 1800RESPECT, a 24/7 hotline and speak with someone today.

Join host Jenny Pearse in a heartwarming episode of Jenesis Gems as she sits down with the dynamic family trio - Terry, Ben, and Mia Johnson from Keyman Financial Services. Discover the incredible journey of this family-owned and operated financial advisory firm specialising in risk insurance. Founded in 2009 by Terry Johnson, Keyman Financial Services has become a trusted name, serving nearly 800 clients from diverse backgrounds. In 2017, Terry's children, Mia & Benjamin, joined the family business, each completing their Graduate Diplomas in Financial Planning. In this episode, Ben and Mia open up about their individual paths to financial advice and their experiences working together in the family business. They share the lightbulb moments that led them to realise that this was their true career path. Terry reflects on the pride he feels watching his children evolve, discover their niche, and meet professional standards through shared studies. The family's success is attributed to mutual support, well-defined processes, and open communication. Terry emphasises the importance of leaving pride at the door and treating everyone as equals. This approach has created an environment where everyone learns and grows together. Listen in as Mia and Ben discuss how they've unintentionally adopted Terry's style in soft skills and storytelling with clients. Their skill development is grounded in lived client experiences, shaping their unique specialisations. Keyman Financial Services goes beyond traditional financial advising. Mia's drive led to the creation of Keyman Claims, an addition that adds value to clients and supports pro bono work. Meanwhile, Ben is spearheading Keyman Wealth, an up-and-coming venture, with Keyman Legacy on the horizon for the future. Tune in to this inspiring episode of Jenesis Gems to witness the power of family, shared values, and the entrepreneurial spirit that propels Keyman Financial Services to new heights.

https://kfs.net.au/