Feminism in Financial Advice

In today's episode, we're joined by Trish Gregory, an advocate for including the feminist lens in financial advice.

Trish discusses the significance of supporting women within the financial advice profession and beyond. Insights into the challenges women face in the workplace, particularly regarding personal experiences and life cycles.

Creating Inclusive Workspaces:

Trish highlights the importance of fostering openness and inclusivity in workspaces, especially concerning topics

Discussion on how Fox & Hare, leads by example with inclusive company policies and practices.

Humanising Financial Advice:

Trish emphasizes the importance of

Insights into how open conversations and empathy contribute to creating a supportive and empowering environment for clients.

Role Modelling Diversity and Inclusivity:

Trish shares how Fox & Hare serves as

Empowering Professionals and Clients:

Strategies for supporting individuals on their financial journeys, regardless of their background or life circumstances.

Trish's advocacy for creating spaces where all individuals feel valued and empowered to achieve their financial

Stay tuned for more thought-provoking

Connect with Trish on Social Media (LinkedIn, Instagram and Tik Tok)

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General

Episode Title: It is Not About the Money with Jenny Rolfe-Wallace

Introduction:

Joining us today is Jenny Rolfe-Wallace, owner of Sprout Education Group, and a passionate advocate for uplifting women in the financial services profession. Jenny is self-described as a feminist,

Key Discussion Points:

Jenny's Journey in Financial Advice:

Jenny takes us on her journey in financial advice, starting in 1999.

Insights into the challenges and triumphs she faced and how these experiences shaped her advocacy for women in the industry.

The launch of her podcast “It is Not About the Money”:

This is Jenny’s passion project to add much needed conversations with a feminist lens.

Intersectionality:

A deep dive into the complexity of intersectionality within the money conversation.

Jenny's perspective on addressing the unique challenges faced by women with diverse backgrounds and experiences.

Championing Women inFinance:

Jenny's role as a cheerleader for women in finance, offering support and guidance that she wished for earlier in her career.

The value of collaboration and how it plays a pivotal role in advancing the outcomes of women in the financial services profession.

International Women's Day Beyond Symbolism:

Jenny shares her firm views on approaching International Women's Day in a meaningful manner.

Insights into organising her recent "It's Not About the Cupcake" IWD event, focusing on paying speakers and ensuring a diverse panel, despite being a micro-business.

Financial Literacy vs. Financial Capability:

A critical discussion on why the focus should shift from financial literacy to financial capability.

Jenny's perspective on measuring financial success and the importance of empowering individuals to navigate their financial journey effectively.

Book Recommendations from Jenny:

Jenny, an avid reader, shares some of her favourite finance books.

Discussion on the growing trend of finance books authored by women, providing more relatable content for women in finance.

Links:

Sprout Education: https://sprouteducation.com.au/

It’s not About the Money Podcast: https://open.spotify.com/show/42wzpQWPbbs54kCWAmFuYg?si=740ba3310007404d

Don't forget to subscribe and share your thoughts on today's episode!

General

Hello, beautiful souls! I'm Dawn Thomas, your host of 'Your

As we embark on this new season, we're delving into stories

Get ready for conversations that challenge the status quo,

I've lined up some extraordinary guests for you this season.

I'm not just your host; I'm a financial adviser, a

So, join me, Dawn Thomas, on 'Your Money Story.' Let's

Season 4 drops soon. Get ready for a journey of

Grace has had a a good start in money journey with parents who have kept money conversations active in her world since she was young. When she went to university, already with strong budgeting skills, she realised that other people did not have that level of financial literacy. Her business Financially Empowered provides money coaching to business owners. Additionally serves on multiple board and facilitates the Emerging Leaders in Governance program. She serves the community further through financially literacy work through schools, money education sessions for Migrant women and teaching at University. She has been recognised by UN Australia for her community work.

Financially Empowered: https://financiallyempowered.com.au/

General Advice Warning – This Podcast contains general advice. The information, including tax information and any advice provided in this Podcast, does not take into account your objectives, financial situation or needs. Because of that, you should before acting on the advice, consider the appropriateness of the advice, having regard to those things. If the advice relates to a particular financial product, you should obtain the relevant Product Disclosure Statement for any product mentioned and consider its contents before making any decision.  You should consider talking to a financial adviser before making a financial decision.  Dawn Thomas is a Senior Financial Adviser and is an authorised representative of TWD Licensee Services Pty Ltd ABN 88 605 064 480 Australian Financial Services Licence No.475964 (TWD Licensee Services).

Jessica Brady aims to help people get better financial habits and experience through Green House, her money program for the community She is a key advocate for lifting the financial outcomes of all women in the community as well as for the financial planning profession. Jess talks about the role vulnerability and inclusivity in her plays in her career and the amazing content she shares.

Link to Greenhouse:https://jessicabrady.com.au/the-greenhouse/

Link to Ladies Talk Money: https://www.ladiestalkmoney.com.au/

General Advice Warning – This Podcast contains general advice. The information, including tax information and any advice provided in this Podcast, does not take into account your objectives, financial situation or needs. Because of that, you should before acting on the advice, consider the appropriateness of the advice, having regard to those things. If the advice relates to a particular financial product, you should obtain the relevant Product Disclosure Statement for any product mentioned and consider its contents before making any decision.  You should consider talking to a financial adviser before making a financial decision.  Dawn Thomas is a Senior Financial Adviser and is an authorised representative of TWD Licensee Services Pty Ltd ABN 88 605 064 480 Australian Financial Services Licence No.475964 (TWD Licensee Services).

Kelly King is authentic, has integrity and delivers on her commitments. She talks openly and honestly about domestic violence she has faced in the past and why this makes her passionate to empower and educate other women, to be financially independent. She is a champion of women in the community not only in lifting financial literacy but would like the tribe of women celebrating their achievements to grow.

General Advice Warning – This Podcast contains general advice. The information, including tax information and any advice provided in this Podcast, does not take into account your objectives, financial situation or needs. Because of that, you should before acting on the advice, consider the appropriateness of the advice, having regard to those things. If the advice relates to a particular financial product, you should obtain the relevant Product Disclosure Statement for any product mentioned and consider its contents before making any decision.  You should consider talking to a financial adviser before making a financial decision.  Dawn Thomas is a Senior Financial Adviser and is an authorised representative of TWD Licensee Services Pty Ltd ABN 88 605 064 480 Australian Financial Services Licence No.475964 (TWD Licensee Services).

Daniel is a fierce advocate and leader of the financial planning profession. In this episode he discusses his journey before advice and how that helped him with the changes in the profession in the last 5 years, why he feels it is important to lift peers in the industry and why he invests so much time developing the new generation of financial advisers.

General Advice Warning – This Podcast contains general advice. The information, including tax information and any advice provided in this Podcast, does not take into account your objectives, financial situation or needs. Because of that, you should before acting on the advice, consider the appropriateness of the advice, having regard to those things. If the advice relates to a particular financial product, you should obtain the relevant Product Disclosure Statement for any product mentioned and consider its contents before making any decision.  You should consider talking to a financial adviser before making a financial decision.  Dawn Thomas is a Senior Financial Adviser and is an authorised representative of TWD Licensee Services Pty Ltd ABN 88 605 064 480 Australian Financial Services Licence No.475964 (TWD Licensee Services).

Glen is a leader in his profession for taking a different pathway and truly being a champion of diversity & inclusion. Diversity not just in his staff but diversity in the financial planning service offered and including more Australians in the money empowerment journey. Not only is Fox & Hare B Corp certified, they are leading the conversation on how businesses can exist differently,

General Advice Warning – This Podcast contains general advice. The information, including tax information and any advice provided in this Podcast, does not take into account your objectives, financial situation or needs. Because of that, you should before acting on the advice, consider the appropriateness of the advice, having regard to those things. If the advice relates to a particular financial product, you should obtain the relevant Product Disclosure Statement for any product mentioned and consider its contents before making any decision.  You should consider talking to a financial adviser before making a financial decision.  Dawn Thomas is a Senior Financial Adviser and is an authorised representative of TWD Licensee Services Pty Ltd ABN 88 605 064 480 Australian Financial Services Licence No.475964 (TWD Licensee Services).