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Money makes the world go round, and if this is true, do you struggle to understand the complex workings of finance, money and investments? Join us, Arthi Rabikrisson and Lucille Sikosana; both women in finance, as we delve into simplifying the complexities that come with managing your finances and investments. The theory of Black Swan Events is a metaphor that describes an event that comes as a surprise, has a major effect, and is often rationalized after the fact with the benefit of hindsig ...
 
Terence Tobin hosts this podcast series to discuss various aspects of wealth creation, financial planning, business, marketing, tax and investments with both a local and global markets in mind. My aim is to have the podcast recordings to be under 10 minutes, for a quick lesson. Focusing on your financial wellbeing, Terence and his guests will cover a wide range of topics, covering personal and business financial planning, tax, accounting, investments, money managements and ultimately wealth ...
 
Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning industry. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the industry! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-office staff all have their ...
 
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On this Woman's Month episode, Lucille and Arthi host guest, Lesego Monareng of KLU Wealth and Legacy Management, to talk more about women and how we can achieve financial freedom. It's a complex topic given the various barriers women still face today, from cultural norms and biases to explicit ceilings or exclusionary policies that destroy women's…
 
Episode 77 – Self-Determination Theory The guys have a great chat about Self-Determination Theory in this episode – don’t worry, whilst the inspiration for this episode is academic, they take the general principles and how you can apply them to financial decisions. With great examples to illustrate the tricky bits and brilliant take-aways you can a…
 
This week Elena is joined by trainee Paraplanner Kate Evans from Lucent Financial Planning Ltd. Kate is a 2nd career-ist which means that she left a comfortable and successful career to try something completely different. Kate proves that it’s never too late to change careers and she shares with us exactly how she broke into financial planning. It …
 
This week Elena is joined by Lena Patel, Chartered Financial Planner from ISJ Independent Financial Planning. Lena & Elena discuss what it’s like to be a female financial planner who is also from an ethic minority background, how we can encourage more people from these backgrounds into the profession and the importance of educating young people abo…
 
With so many options to consider, when investing for retirement, what should you do?I have a chat with JP, a retirement investment specialist and we unpack the workings of a pension fund, provident fund, retirement annuity, regulation 28, tax, what happens to your money at death and so much more.If you have any questions, email podcast@richideas.co…
 
This week Sam is joined by Marie Smith, Relationship Director at Cooper Parry Wealth. Marie was recently promoted from a Paraplanning manager to her current position and we talk about the lack of females in leadership roles within financial planning. It’s predicted that 53% of UK millionaires will be female by 2025. That’s a lot of wealth that wome…
 
This week Elena is joined by Jasmine Lambert, Chartered Financial Planner & Managing Director of family run Redwood Financial. Jasmine is proof that you don’t have to go to university to have a successful career within financial planning, there is huge value in getting work experience and learning on the job instead. Jasmine shares her career journ…
 
This week Elena is joined by Chartered Financial Planner Tom Hopson from HFMC Wealth LLP. Tom faces a particular challenge in his career, he’s young! Did you know that 58% of financial planners are due to retire within the next 10 years!? This means that young planners like Tom are rare and more will be needed to fill the gap. Tom shares with us th…
 
This week Sam is joined by Nigel Borwell from Lead Tech, one of the largest lead generation companies specifically for financial planners. Nigel talks us through what a good lead generation company actually does, how to find the right lead generation company for you and what questions you should be asking them. We also discuss new legislation which…
 
In this episode, Arthi and Lucille invite guest Batya Shulman, to share some of her views on Work-Life Savings, as a concept and how one can use the money we work hard for, to create a future asset pool that we can tap into for other income generating opportunities. A different way to look at how savings can actually unlock more money in your pocke…
 
Episode 76 – Financial Coaching with Catherine Morgan What is financial coaching? How is it different to a financial advice? The guys chat with Catherine Morgan, a financial coach, to discuss the difference. Along with exploring how we can improve our relationship with our finances by addressing 6 anxieties. With a great Bage’s Bias that prompted a…
 
This week Sam is joined by Sean O’Brien, Financial Planner at WH Ireland. Sean has set up a group called The Foundation to help support young financial planners who are struggling to connect with like-minded professionals in the local area of Dorset & Hampshire on the South Coast of England. Today Sean tells us why he set up The Foundation, we disc…
 
This week Elena is joined by Ross Mackie, Chartered Financial Planner at Woodgate Financial Planning (part of the Chesterton House Group). We cover Ross’s professional journey plus we focus on career progression and how employers could/should support this. Ross highlights the great work that Chesterton House are doing to invest in their staff and e…
 
This week Sam is joined by Graham Taylor, Mortgage adviser and owner of Hudson Rose Ltd. Sam stumbled across Hudson Rose via an Instagram advert and was instantly compelled to learn more due to their stand-out branding. Graham explains to us all that professionalism and looks aren’t necessarily related. Having a Mohican haircut and tattoos helps hi…
 
On this episode Lucille and Arthi are joined by Mphiwa Nombembe, Managing Director of Vine Private Wealth, to explore ways of keeping track with money resolutions. Mphiwa provides guidance that helps one to track progress, and determine the best plan of action to stay the course. The content covered includes: The biggest money challenges and mistak…
 
This week Elena is joined by Clemence Chatelin, head of Sustainable Investing at Paradigm Norton, an award-winning financial planning firm based in Bristol, Torquay and London. Clemence shares with us exactly what sustainable investing is and how we can all get involved to help make the world a better place. Clemence also shares with us a great exa…
 
Episode 75 – The Financial Wellbeing Audit Join the guys as they explore the the five pillars of financial wellbeing so you can ask the important questions and review your finances via a financial wellbeing audit. Along with Bage’s Behavioural Biases and some classic #tightasstommo tips. Have a listen to find out if you are on the right path. Welco…
 
Elena is joined by Financial Adviser & Vouched for 2021 Top Rated Adviser Nikki Pipping from Collective Financial Planning Ltd. Nikki specialises in divorcees, helping women to plan their financial futures. She is able to offer that personal touch because she has lived through this experience herself. This is the key to building trust and rapport w…
 
We are all familiar with cash, bonds, property and equities being part of our portfolios to grow and protect our wealth.What about lending? This unique asset class has many benefits.You earn a prime plus interest rate. This means as SARB adjust interest rates, you can continue to benefit from these returns. You get capital protection, no fees, mini…
 
In this episode Lucille interviews Arthi as an accredited coach, about neuroscience and financial coaching. Arthi explains how the complicated highway system of nerves that connects our brain to the rest of our body work, and the how the neurons that release chemicals, lead to financial decision making. A range of topics are covered: Explanation of…
 
Episode 74 – Interview with Ash Phillips Whilst it is easier than ever to become and entrepreneur, there are still barriers to creating a successful business. The guys chat with special guest Ash Phillips, founder of Dffrnt, and explore how to find the right investors for your vision. With the brilliant Bage’s Biases and #TightAssTommo tips, after …
 
Elena is back in the hot seat this week and she is joined by Chartered Financial Planner & Paraplanner Sasha Wakefield. Sasha shares her professional journey with us, why Paraplanning is such a fulfilling career, how we can encourage more people to become Paraplanners and how to avoid the initial barriers if you’re new to the profession. Sasha also…
 
Recently we hosted a webinar, with Iva from Sygnia discussing ETF's, ETN's, Offshore and Local investing, as well as tax, fund selection, picking the winning active balanced fund manager and the Rich Ideas Investment Philosophy.Here is the audio from the Webinar. Please visit https://youtu.be/DJMrSHUvDVA to watch the full session.Reach out to us wi…
 
This week we are joined by Chris Ball, Managing Partner at Hoxton Capital Management, based in the UAE. Chris shares his career journey with us. He left school at 18 and despite success as a tax adviser, he dropped it all at age 24 to go and work in the UAE as a financial adviser. From humble beginnings (sleeping on a blow-up mattress!) Chris worke…
 
This week is a special episode of the Financial Planner Life Podcast because our new co-host Elena is taking the reins for the first time. Joining her this week is James Wallis, owner of Aristotle Financial Planning. James starting his own business during a COVID-19 lockdown and today he shares his journey from an employed financial planner to busi…
 
This week we’re joined by Chartered Financial Planner, Tyla Phillips. We talk about his professional journey which has taken him from private banking in the UK to Dubai, where he is now a co-founder & executive director of AHR Private Wealth. Tyla decided against university and started his financial career from a young age. This may seem daunting f…
 
🚨Calling all Financial Planning business owners 🚨 Are you aware of just how much you can save on outsourced training costs when using the #financialplanning apprenticeship levy to train up new hires AND existing Staff? For this bonus episode, we are joined by Carolyn Blunt of Davies Learning Solutions, an outsourced apprenticeship provider to the f…
 
Terence shares some thoughts on these two stumbling emotions that wreck havoc. Every week he talks to folks who don't know what to do OR don't know where to do it OR keep looking for the next best thing.Procrastination kills more dreams then getting it wrong and Fear holds more people back then it should.What do you want to acheive, how will you ac…
 
On this episode, Lucille and Arthi are joined by guest James Vigne, founder of Villic Wealth, to discuss this crucial topic about how one can get closer to achieving financial freedom. To help gain clarity about achieving financial freedom, James helps answer: The definition of Financial Freedom How to go about becoming financially free Debt and ne…
 
This week’s guest on the Financial Planner Life Podcast is Richard Weatherburn from 313 Wealth Management. Richard is not your typical suited & booted financial planner. His down-to-earth, casual approach is a breath of fresh air to the financial profession and obviously appeals to his target audience. In his own words, he’s been able to niche down…
 
This week’s guest on the Financial Planner Life Podcast is Davey Lewis, a financial planner for Timothy James & Partners Ltd and en ex-professional rugby player. Although I don’t know much about rugby, I find his transition from professional sport into the financial industry really interesting. Davey tells us about his journey, shares with us how h…
 
This week, Gavin Lewin, shares his views, insights and concerns around incentives in financial planning.Do you feel more motivated or to change your behaviour for an incentive?Is investing an incentive? Is the journey the incentive? Are you incentivised to take care of your family? Who else incentivised by your planning? Could a misalignment occur?…
 
Episode 73 – Don’t Be A Creep As we earn more income, we spend more money. Is that inevitable? Maybe not . . the guys take a practical look at how we can all avoid lifestyle creep. Along with Bage’s Biases and #tightasstommo money saving tips, come and have a listen to find out how you can find financial wellbeing. Welcomes and Introductions Not ce…
 
Todays guest on the financial planner life podcast is Kay Mechial from Black Lion Wealth. Kay covers his career journey from trainee financial planner to running his own financial planning firm. I really enjoyed talking to Kay, full of passion and enthusiasm for the profession, a firm believer that mindset and attitude are the two key ingredients t…
 
This week’s guest on the financial planner life podcast is Martin Lindsey, MD of Integrity Wealth Solutions. I really like Martin’s honesty around finding your way in the profession, your first job does not define you, instead, it sets you on a journey of discovery if you are willing to push yourself outside of your comfort zone. We cover: From ban…
 
Spending with confidence is not something we hear often. There is often guilt attached to spending money, and quite a negative mindset in fact. In this episode Lucille and Arthi talk about how it is very possible to have a great relationship with money and how you can nurture that over time too. Topics that are covered include: How to spend with co…
 
Episode 72 – Financial Psychology with Anne Abbenes Why does talking about money cause such anxiety? Special guest Anne Abbenes takes a look at the psychology behind what is happening in our brains when we are dealing with our finances. With a great Bage’s Behavioural Bias and some questionable #tightasstommo money saving tips, we have plenty of ta…
 
Today’s guest is Chanelle Pattinson an IFA from P&P invest Ltd, we talk about her journey as a young female in the financial planning profession and how being the only female her age at a PFS conference sparked the idea of creating an online community for young women in financial planning. Chanelle is not out to man bash, she is hugely appreciative…
 
This week’s guest on the Financial Planner Life podcast is Jessica McGuigan from Critchleys. Jessica left school at 17 and like many school leavers did not have a clue what she wanted to do with her life, she worked in bars and restaurants for several years and at 19 became a Mum. Needing a job that offered security she landed a 6-week contract in …
 
You have a number of investment products available designed to help you invest for retirement. These include pension funds, provident funds, retirement annuities and preservations.Once you retire you can select a life annuity or living annuity to provide you a monthly income.From 1 March 2021, there have been some tax law changes to provident fund …
 
“18 years ago you were considered a bit of an oddball if you were talking about Ethical investments, today you’re an oddball if you don't talk about it!” Today’s guest on Episode 36 of the financial planner life podcast is Steven Pyne, one of the founding partners at Holden and partner in London, a directly authorised firm with £500,000,000 of asse…
 
Savings and Investments are two terms that are often used interchangeably . In this episode Arthi and Lucille unpack the terminology, the conflicts, similarities and the differences between the two. They also provide practical and implementable ideas on how one can save and invest. A range of topics relating to saving and investing are covered: Tak…
 
🚨 Inspiring entry-level episode 🚨 This weeks episode is with Joel Carter from Rathbone Brothers At 17 years old Joel Carter left the sixth form to pursue a career in financial services, like everyone else he was presented with obstacles to entry, but this did not deter him. he was given the opportunity of work experience in an IFA practice; it was …
 
What gets you out of bed in the mornings? Join the guys as they discuss how we can structure our finances to create and keep the balance between pleasure and purpose for long term wellbeing and fulfilment. With another Bage’s Behavioural Bias and #tightasstommo’s money saving tips we have a pleasurable podcast for you . . . Welcomes & Introductions…
 
🚨Inspiring leadership podcast alert 🚨 Todays guest is James Roberts from Partners Wealth Management in the City of London. James is one of the founding partners of PWM, and today he shares his journey from private banking to building a highly successful boutique #financialplanning company with c£2,500,000,000 AUM. James is 100% dedicated to the cli…
 
The mood always changes when I talk to financial planners about what they would do if they ran their own business, it becomes a creative, inspiring, and exciting conversation and I love being part of the process. It has never been a better time to start your own business within financial planning! The advice gap, advancements in technology, outsour…
 
A range of topics are covered including: Explaining what a money resolution is and how high up the list of normal resolutions should they need to be Having the right mindset if you want to achieve your money goals Why it is important to set realistic goals to align with your financial wellbeing The significance of including insurance, medical aid, …
 
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