A jargon busting approach to financial planning – Keith Boyes

This week Sam is joined by Keith Boyes, Managing Director at Spentwell. Keith has an extensive career in the financial profession, starting from Paraplanning and working his way up to a financial planner and now he’s running his own business. At one point his career took him over to Hong Kong working on expat financial advice and it was during this time in Hong Kong that he really learnt a lot about himself and what kind of financial planner he wanted to be. Keith shares some really interesting insights on what working and living in the far East looked like. Now back home and running his own business, Keith talks about some of the ups and downs of being the boss and how he manages to balance work and family life. Today we also talk about Keith’s jargon busting approach to financial education and how he uses blogs and vlogs to get his message out there. A conversation jam-packed full of value, enjoy! 

We cover: 

• Keith’s career journey 
• Staying organised 
• Mental health & work/life balance 
• Living and working in Hong Kong 
• Keith’s jargon busting approach to Financial Planning 
• Having non-negotiables in your life

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