Another classic BYK2W episode this week - with two fantastic guests!
About the Guests:
Sarah Donald is a passionate financial planner and the owner and managing director of Henry Financial Group. With almost two decades of experience in the financial planning industry, Sarah provides practical financial and business advice to her clients. She holds a Master of Financial Planning, a Graduate Diploma in Finance, and a Diploma of Financial Planning.
Lulu is Sarah's daughter and an energetic teenager with a love for sports and acting. She participates in three different sports and is also exploring a potential future career in acting.
Episode Summary:
Nicole interviews Sarah Donald, a financial planner, and her daughter Lulu. Sarah shares her journey into the financial planning industry and explains her role in helping clients manage their money for a comfortable retirement. Lulu provides insights into her mom's work, highlighting the importance of trust and the fun aspects of financial planning. The conversation also delves into Lulu's passion for acting and her aspirations for the future. Sarah discusses the qualifications required to become a financial planner and the challenges and rewards of running her own business. The episode concludes with a discussion about the joys of human interaction and the potential for giving back in retirement.
Key Takeaways:
Sarah Donald is a passionate financial planner with almost two decades of experience in the industry.
Financial planners help clients manage their money for a comfortable retirement and provide advice on investments, superannuation, cash flow, and estate planning.
Sarah's role involves building relationships with clients, understanding their goals, and helping them achieve financial security.
Lulu is interested in acting and enjoys participating in drama classes and voiceovers.
Sarah's first job was at McDonald's, where she enjoyed interacting with customers and organising birthday parties.
Sarah's parents had different careers, with her mother working as a Tupperware salesperson and her father serving in the navy and later pursuing a degree in computing science and industrial mathematics.
Sarah's journey into financial planning was unexpected, as she initially studied science and considered becoming a physiotherapist.
Sarah's favourite part of being a financial planner is the human interaction and the joy of helping clients achieve their financial goals.
Lulu is involved in multiple sports and has aspirations for a career in acting.
Sarah plans to retire from financial planning and focus on volunteering and charity work, while also enjoying activities like playing bridge.
Notable Quotes:
"It's the in real life interactions that I love the most. And… the biggest kick is a client coming in and saying, these are the five goals I want to achieve, and then I help them get to that and then they're happy little Vegemites after that." - Sarah Donald
"Sometimes it's really stressful, but it's worked out pretty well… I'm still like, I'll just get through high school first." - Lulu
Resources:
Henry Financial Group
For a full transcript of this week's episode visit our website.
For a companion blog piece about this week's episode visit our blog.
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