Nicole Gardner, known as TheRealMoneyMama on TikTok, brings her engaging insights on financial advice, joined by aspiring advisor Hannah Elliot and seasoned pro Bec Pritchard. They discuss the crucial red flags to watch for when hiring an advisor and the importance of personal relationships in finance. The trio emphasizes the impact of social media in the industry and reflect on their rewarding experiences. They also tackle how to think strategically about a $20,000 investment and share some light-hearted holiday gifting stories that challenge consumerism.
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insights INSIGHT
Financial Advice Gap
Australia faces a significant financial advice gap, with high demand and a dwindling advisor pool.
Over 1.2 million Australians seek advice, but only around 15,000 advisors remain.
question_answer ANECDOTE
Podcast Introductions
Glen James introduces Nicole Gardner, known as TheRealMoneyMama on social media, and Hannah Elliott.
He explains how he met Hannah while searching for a financial advice student to aid in research.
question_answer ANECDOTE
Hannah's Journey
Hannah Elliott discusses her journey into financial advice.
The government plans to officially recognize financial advisor/planner and paraplanner as designated careers.
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In 'Sort Your Money Out: And Get Invested', Glen James provides a comprehensive and accessible approach to personal finance. The book covers key financial milestones such as getting out of debt, embracing a realistic spending plan, purchasing a first home, and investing in shares. It also delves into understanding superannuation, ethical investing, and protecting one's financial future. Written in a straightforward and friendly style, the book offers practical advice and tools to help readers secure their financial future and make informed financial decisions.
In today's episode Glen sits down with financial advisers Nicole Gardner, Hannah Elliot and Bec Pritchard live at the Financial Advice Association of Australia's National Congress. They chat about how the industry is evolving, the rewarding parts of their jobs, red flags when choosing an adviser and the steps to become an adviser in Australia.
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