Triggered - Moments that spark financial action…

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.