In this episode, Alex and Liam, two Financial Advisers dive into the real-life moments that triggered people to finally seek financial guidance.

From sudden job changes and family transitions to mounting money stress and quiet realisations, these are the turning points that made clients say, “I need help.” .

We're sharing honest, behind-the-scenes stories of what those first conversations looked like and the powerful changes that happened once people opened up.

Whether you're already working with an adviser or wondering if it’s time, this episode is packed with relatable insights, emotional breakthroughs, and proof that asking for help can be a life-changing move.

Welcome to our very first episode - the pilot, if you will.

We're Financial Advisers, but this podcast isn’t about spreadsheets, tax codes, or market trends. It’s about the real conversations we have every day, the human side of money. The hopes, the fears, the decisions, and the stories that shape how people live their lives and plan their futures.

In each episode, we'll share anecdotes, reflections, and experiences that we hope will get you thinking. Not just about your finances, but about what you truly want and when you want it.

This isn’t financial advice but it is a conversation worth listening to.