In this Episode we breakdown and de-mystify the myriad of Financial Services roles so you can determine and decide who is the right person for you to work with.
We covered
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Your hosts today were money experts Catherine Thomas Humphreys and Julie Flynn
They were joined by Café experts Michelle Lambell & Tsitsi Mutiti
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Catherine is an independent financial adviser, will writer and certified financial coach.
Catherine works with parents to financially empower them to raise up their family, in particular families undergoing change or complexity including blending, separating, single & co-parenting.
She founded #TheFinfluencer during lockdown to support and empower those feeling fearful or overwhelmed with their financial situation and focusses her work on creating positive relationship with your money, yourself and those you love. Website | Instagram
Julie is an independent financial planner and certified financial coach. Years of qualifications and research have led Julie to have a unique understanding of how our brains behave under stress, and how this impacts on our financial decision making and well-being.
Julie works with women experiencing or planning significant change in their lives. She founded Ebb & Flow Financial Coaching last year, where she focusses on her work with women who have lost their partner. She also coaches women wanting to change how they charge for their services. Website | Instagram
Tsitsi is an award-winning Investment Manager, Certified Financial Coach and the host of The Wealth Conversation Podcast. Website | Instagram
Michelle is a Chartered Financial Planner & Certified Financial Coach specialising in retirement planning advice, pensions & investments. Website | Instagram
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