The question we want to have answered from today's Podcast is this. "What can we learn from the UK financial planning community?"

Description:
 
Our guest today is Greg Moss from Eleven.2  He's a Chartered Financial Planner and Fellow of the Personal Financial Society, with 18 years of experience advising clients.

In Greg's words "Personal finance is an undemocratic space. There is a supply and demand imbalance and an asymmetry of information which, historically, the finance industry has taken advantage of. He is passionate about democratising finance through his work for clients, which is all about dealing properly with the 'why invest’ before the 'how’

He has two amazing daughters, Amelia and Rosie and is a mad Aston Villa fan.

Discussion Points:

In this episode, we discuss Greg's way of working. How he talks with his clients and his view on investment markets. Join us for an in-depth chat exploring the world of finance and where we can all do better.

 #theprofessionalseries. 

You can learn more about Scott Malcolm here:
https://www.eleven-2.uk/#whatwedo

Thanks for listening!  We love your support, please subscribe, review, comment and share this episode to help others on their journey towards building more wealth! 

Check out more about us here:

wealthlab.com.au/

www.linkedin.com/in/scottgjackson/

Check out our Financial Service Guide and Privacy Policy here.

Follow and like us on socials:

Instagram: @wealthlabAU

Twitter: @wealthlabAU

General Advice Warning Information in this podcast has been prepared for general information purposes only and not as specific advice to any particular person

The questions we want to have answered from today's Podcast is this. "I'm already relatively savvy financially. How can a financial planner help me?"

Description:
 
Our guest today is Scott Malcolm from Money Mechanics and a good friend of the podcast. He's business has been running for over a decade across Canberra and Melbourne & we love his focus on mindset. His work around the emotions and unpacking the decisions we make towards money. 

In this episode, we discuss some things we see wrong and what we can do to help Australians with their money questions. Join us for a light-hearted chat exploring the world of finance and sometimes the silly things we come across in our travels as Financial planners.

 #theprofessionalseries. 

You can learn more about Scott Malcolm here:
https://www.moneymechanics.com.au/

His podcast:
https://omny.fm/shows/moneymechanics/


Or find him on social media:
https://www.facebook.com/moneymechanics/

Thanks for listening!  We love your support, please subscribe, review, comment and share this episode to help others on their journey towards building more wealth! 

Check out more about us here:

wealthlab.com.au/

www.linkedin.com/in/scottgjackson/

Check out our Financial Service Guide and Privacy Policy here.

Follow and like us on socials:

Instagram: @wealthlabAU

Twitter: @wealthlabAU

General Advice Warning Information in this podcast has been prepared for general information purposes only and not as specific advice to any particular person

Description

Richard is the Partnerships Manager at Benjamin & Benjamin Insurance Group and we LOVED having him on today. He's been a fantastic connecting for many of our clients and it's great to have sat him down to pick his brains. 

The questions we want to have answered are "Do you want to improve your networking, influence or just get in touch with that seemingly impossible person?" 

 #theprofessionalseries. 

Richard is in our view one of the best networkers we have ever come across and we are so lucky to have him sharing his ideas on today's episode. 

In it we discuss his view towards building connections, sticking to your word and helping others. This is both an insightful and thought-provoking chat. We loved Richard sharing his stories including him landing a big deal that took 18 months work then it to all slip away in the following year.

Great podcast and make sure you listen to the end! 

You can learn more about Richard here:
https://vta.com.au/alliance/benjamin-benjamin/

Or find him on social media:
https://www.linkedin.com/in/cholewick

Thanks for listening!  We love your support, please subscribe, review, comment and share this episode to help others on their journey towards building more wealth! 

Check out more about us here:

wealthlab.com.au/

www.linkedin.com/in/scottgjackson/

Check out our Financial Service Guide and Privacy Policy here.

Follow and like us on socials:

Instagram: @wealthlabAU

Twitter: @wealthlabAU

General Advice Warning Information in this podcast has been prepared for general information purposes only and not as specific advice to any particular person.

Welcome to the brand-new season of #theprofessionalseries! I'm back with a fully recharged vibe, business and bringing you even more value. Wealthlab was set up in a pandemic and this podcast is a testament to resilience and new ideas. 

I meet a lot of amazing people and through the podcast series, my aim is to introduce you to some of their ideas. As well as finding out what makes them tick, we will explore some of their learnings and suggestions that are relevant to professionals wanting to improve your finances and business.

I hope you love the conversations as they are made just for you!

To learn more you can connect with me on LinkedIn here.

And to learn more, book in a meeting!  

Why listen to this podcast? 

You want to learn more about Whisky and how it relates to the world of investing, tasting and the business of importing spirits? Then we have the episode for you! 

• Learn more about the whisky process and how to pick a whisky that you actually like and not one that you're TOLD to drink because it's fashionable. 
• Craig's ideas on investing in whisky bottles.
• Non "scotch" whisky drinking and what Craig looks for when he is importing new brands in to Australia for us to enjoy!

Craig thanks so much and we loved your views!

• Website: https://www.thewhiskycompany.com.au/
• The whisky Craig thinks you should buy and invest in: https://www.thewhiskycompany.com.au/product/1979-port-ellen-40-years-old-9-rogue-casks-islay-single-malt-scotch-whisky-700ml/
  
  
• Want to talk non-whisky investments - feel free to get in touch with me and talk financial planning: www.wealthlab.com.au 

When I needed help - my main man ZANE came rolling in! If you own a business or know a business owner, they need a trademark. It adds value to their business and increases their brand's overall importance. However, it's a pain to set up (but costs less than I expected).

Zane from Trademarks online talks to us via NZ about what you need to do to get your own one and it doesn't' need to be so difficult.

www.trademarksonline.com.au

In this episode, Michel talks to us about how the legal profession can support you or your family if they ever need a lawyer. How being open and honest can help the legal process and that you can negotiate your way forwards.

We loved talking to Michel - she has some terrific stories, a really interesting life journey setting up her own firm and managing a young family and advice on fixing your fee’s upfront!

Like this episode? Don't forget to follow this podcast and hit it with a 5 star reviews on iTunes. You can also keep in touch with Scott Jackson here: https://www.linkedin.com/in/scottgjackson/ And  Michel here https://www.linkedin.com/in/michel-margalit-8018652b/

In this episode, Allan Briggs from the Crisis Shield talks to us about how to be protected when things go wrong. In his words, a crisis in all businesses is inevitable, the difference is how we handle them! We loved talking to Allan - he has some terrific stories, really interesting life journey and to top it off - an advice on when NOT to pay a ransom!

Like this episode? Don't forget to follow this podcast and hit it with a 5 star reviews on iTunes. You can also keep in touch with Scott Jackson here: https://www.linkedin.com/in/scottgjackson/

Tom Brown, director at Profusion Group is one of the best in the business. With 11 years of recruitment experience and over 4,000 candidate interviews. Tom has a knack for what works, what doesn't and how to compete and win in your next job interview.

Listen to this episode if you want to get better at interviewing people, pitching yourself for a job or just to hear some horror stories from the front line!

Like this episode? Don't forget to follow this podcast and hit it with a 5 star reviews on iTunes. You can also keep in touch with Scott Jackson here: https://www.linkedin.com/in/scottgjackson/

Matt Hampton speaks with Scott about all things health, fitness and Instagram! Matt debunks the gimmicks and help everybody understand how best to approach training and nutrition in an enjoyable and scientifically proven way. Have fun with today's episode!