Finesse Your Money

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Have you ever dreamed of connecting with industry influencers? To understand their motivations, go behind the scenes, top tips, and where to go from here? Each value-packed episode features incredible guests that are experts in their field, who, with our host Genene Wilson, guide listeners to an elevated understanding. The theme of Finesse Your Money is healthy, wealthy, and wise businesses and people. We’re on a mission to educate and inform people and assist them in developing business and personal skills and strategies, so they thrive against any odds. Genene Wilson is a licenced financial advisor with ten years face to face advice experience. She was inspired to found Finesse Financial Advisers in 2018 and believes that business has the power to change lives. At Finesse, we strive to make a meaningful impact in the world, so we give masses of value through education and literacy projects. Genene says it’s personally rewarding to help people get control of their money, build a plan for a bright, happy future, and realise their goals and dreams. We support the UN Global Goals. That’s why when you do business with Genene Wilson and Finesse Financial Advisers, we contribute to a project that supports women and literacy. The information provided on the Finesse Your Money Podcast is not intended to constitute legal, business, financial or other professional or product advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified and licensed professional who is familiar with the facts of your particular circumstances. Genene Wilson is an Authorised Representative No 383696 and Credit Representative No 511144; Finesse Financial Advisers is an Authorised Representative No 1267025 and Credit Representative No 511143 of FYG Planners Pty Ltd ABN 55 094 972 540  AFSL/ACL No. 224543. Contact information: Address: PO Box 840 Penrith NSW 2751. Phone: 1300 026 800.                                                                                                                     

Piccolo Podcasts


    • Feb 8, 2021 LATEST EPISODE
    • infrequent NEW EPISODES
    • 42m AVG DURATION
    • 30 EPISODES
    • 3 SEASONS


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    Latest episodes from Finesse Your Money

    Melinda Melgar - Are you spinning like a top or got the death-wobbles?

    Play Episode Listen Later Feb 8, 2021 49:37


    In this episode Genene and Min chat about wellness, connection and the importance of self-care. We also talk about relationships, throwing off the corporate armour and creating a new life that is aligned with one's values and dream lifestyle. Contact Melinda Melgar: Website: www.essentiallywell.com.au LinkedIn:https://www.linkedin.com/in/min-melgar-80644346/ Facebook: https://www.facebook.com/mel.melgar.90/ You can read more about Min and her story in “EMPOWERING STORIES OF FEMALE LEADERS WHO SAID YNOT” available on Amazon, Booktopia and other outlets. https://www.amazon.com.au/Empowering-Stories-Female-leaders-said/dp/0648883973 Contact Genene Wilson; Website: www.finesseadvisers.com. Email: admin@finessesadvisers.com Love the show? Don't forget to leave a review. The information provided on the Finesse Your Money Podcast is not intended to constitute legal, business, financial or other professional or product advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified and licensed professional who is familiar with the facts of your particular circumstances. Genene Wilson is an Authorised Representative No 383696 and Credit Representative No 511144; Finesse Financial Advisers is an Authorised Representative No 1267025 and Credit Representative No 511143 of FYG Planners Pty Ltd ABN 55 094 972 540  AFSL/ACL No. 224543. Contact information: Address: PO Box 840 Penrith NSW 2751. Phone: 1300 026 800. See omnystudio.com/listener for privacy information.

    Alicia Elliott - Rethink Splitsville. It's time to think and do differently relationship breakdown and create a bright happyfuturein the process!

    Play Episode Listen Later Feb 1, 2021 40:30


    Genene and Alicia chat in this episode about family law. We talk about separation and divorce, property and financial settlements, parenting arrangements and the impact on families; and the different options for people separating and divorcing, highlighting alternatives to the traditional adversarial approach and emerging trends. You'll hear about the good, bad, and ugly outcomes of family law and get some great tips on how people starting the process or going through it can help themselves financially and emotionally as they move through the process. Contact Alicia Elliott: Website: www.holmesdonnelly.com.au LinkedIn: https://www.linkedin.com/in/alicia-elliott/ Contact Genene Wilson; Website: www.finesseadvisers.com. Email: admin@finessesadvisers.com Love the show? Don't forget to leave a review. The information provided on the Finesse Your Money Podcast is not intended to constitute legal, business, financial or other professional or product advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified and licensed professional who is familiar with the facts of your particular circumstances. Genene Wilson is an Authorised Representative No 383696 and Credit Representative No 511144; Finesse Financial Advisers is an Authorised Representative No 1267025 and Credit Representative No 511143 of FYG Planners Pty Ltd ABN 55 094 972 540  AFSL/ACL No. 224543. Contact information: Address: PO Box 840 Penrith NSW 2751. Phone: 1300 026 800. See omnystudio.com/listener for privacy information.

    Sarah Bartholomeusz - Purpose higher than profit.

    Play Episode Listen Later Jan 25, 2021 36:51


    Genene and Sarah the “Goddess of Governance” chat in this episode about law, career setbacks, and purpose, amongst other things that are more important than money. Sarah Bartholomeusz Website: https://youlegal.com.au/ Podcast: https://podcasts.apple.com/au/podcast/accountants-on-purpose/id1476771279 Genene's episode on Sarah's podcast: https://podcasts.apple.com/au/podcast/accountants-on-purpose/id1476771279?i=1000486269479Linked In: https://www.linkedin.com/in/sarahbartholomeusz/ Contact Genene Wilson; Website: www.finesseadvisers.com. Email: admin@finessesadvisers.com Love the show? Don't forget to leave a review. The information provided on the Finesse Your Money Podcast is not intended to constitute legal, business, financial or other professional or product advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified and licensed professional who is familiar with the facts of your particular circumstances. Genene Wilson is an Authorised Representative No 383696 and Credit Representative No 511144; Finesse Financial Advisers is an Authorised Representative No 1267025 and Credit Representative No 511143 of FYG Planners Pty Ltd ABN 55 094 972 540  AFSL/ACL No. 224543. Contact information: Address: PO Box 840 Penrith NSW 2751. Phone: 1300 026 800. See omnystudio.com/listener for privacy information.

    Mike Clark - Do you want to raise your influence?

    Play Episode Listen Later Jan 18, 2021 55:16


    In this episode, Mike and I chat about business growth accelerators and so much more! Family, money, purpose, intent, raising your influence but also the value and benefits of “life meetings” and his view of the world garnered through years of life, travel and business experience. Mike Clark Website: https://www.dent.global/ Linkedin: https://www.linkedin.com/in/mikeclarkentrepreneur/ To discover your influence score and increase your ability to influence, access the Scorecard and your personalised report here: http://scorecard.keypersonofinfluence.com// To access the Key Person of Influence book, drop a note to Mike via email to: mike.clark@dent.global If you'd like more information about B1G1 and how you can involve your Business for Good on the ‘Pathway to Humanity': https://www.b1g1.com/businessforgood/index   Website: www.finesseadvisers.com. Email: admin@finessesadvisers.com Love the show? Don't forget to leave a review. The information provided on the Finesse Your Money Podcast is not intended to constitute legal, business, financial or other professional or product advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified and licensed professional who is familiar with the facts of your particular circumstances. Genene Wilson is an Authorised Representative No 383696 and Credit Representative No 511144; Finesse Financial Advisers is an Authorised Representative No 1267025 and Credit Representative No 511143 of FYG Planners Pty Ltd ABN 55 094 972 540  AFSL/ACL No. 224543. Contact information: Address: PO Box 840 Penrith NSW 2751. Phone: 1300 026 800. See omnystudio.com/listener for privacy information.

    Lalita Lowe - Rethink Your Fashion. It's time to create a better future!

    Play Episode Listen Later Dec 14, 2020 47:13


    In this episode we chat about design, fashion, fabrics, and why it's so important to not just feel great in what you wear but also about what you're wearing. We talk about waste and how an industry can set about change for impact, and fair trade; and how you can make a difference too. There are so many ways to make a difference on this planet, and reducing waste and fair trade are certainly a couple of big ticket items in my mind; what about you? Lalita Lowe Insta: @lalitalowe Linkedin: https://www.linkedin.com/in/lalitalowe/ Access Lalita's book “It's Time to Rethink Your Fashion” on her website or Amazon: linktr.ee/Rethinkyourfashion If you've enjoyed listening to Lalita and want to grab her awesome offer of 50% off on a consultation, head over to her website and USE CODE AT CHECKOUT: FINESSE LINK: https://www.lalitalowe.com/services/consultation   Website: www.finesseadvisers.com. Email: admin@finessesadvisers.com Love the show? Don't forget to leave a review. The information provided on the Finesse Your Money Podcast is not intended to constitute legal, business, financial or other professional or product advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified and licensed professional who is familiar with the facts of your particular circumstances. Genene Wilson is an Authorised Representative No 383696 and Credit Representative No 511144; Finesse Financial Advisers is an Authorised Representative No 1267025 and Credit Representative No 511143 of FYG Planners Pty Ltd ABN 55 094 972 540  AFSL/ACL No. 224543. Contact information: Address: PO Box 840 Penrith NSW 2751. Phone: 1300 026 800. See omnystudio.com/listener for privacy information.

    Anfernee Chansamooth - Are you buzzed about marketing?

    Play Episode Listen Later Dec 7, 2020 47:36


    In this episode we discuss all things money, marketing, marriage and focus in on what really matters in this journey called life! Anfernee Chansamooth Website: www.simplecreativemarketing.com Linkedin: https://www.linkedin.com/in/achansamooth Twitter: https://twitter.com/anferneec Instagram: https://www.instagram.com/anferneec/ Facebook: https://www.facebook.com/anfconsulting Facebook Group: Authentic Influence Warriors Access Anf's special offer of the case study guide here: https://simplecreativemarketing.com/casestudyguide Website: www.finesseadvisers.com. Email: admin@finessesadvisers.com Love the show? Don't forget to leave a review.   The information provided on the Finesse Your Money Podcast is not intended to constitute legal, business, financial or other professional or product advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified and licensed professional who is familiar with the facts of your particular circumstances. Genene Wilson is an Authorised Representative No 383696 and Credit Representative No 511144; Finesse Financial Advisers is an Authorised Representative No 1267025 and Credit Representative No 511143 of FYG Planners Pty Ltd ABN 55 094 972 540  AFSL/ACL No. 224543. Contact information: Address: PO Box 840 Penrith NSW 2751. Phone: 1300 026 800. See omnystudio.com/listener for privacy information.

    Glenn Kirkwood - Are you a connector in business and life?

    Play Episode Listen Later Nov 30, 2020 43:46


    In this episode, we discuss all things money and more! Glenn and I chat about business and growth, but also what impacts separating has had on his finances, him emotionally, his view of the world. Worth listening in for a slightly different perspective. Glenn Kirkwood Website https://www.thatreferralguy.com.au/ Linkedin: https://www.linkedin.com/in/thatreferralguy/ Facebook group: https://www.facebook.com/groups/betterbusinessplace Website: www.finesseadvisers.com. Email: admin@finessesadvisers.com Love the show? Don't forget to leave a review.   The information provided on the Finesse Your Money Podcast is not intended to constitute legal, business, financial or other professional or product advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified and licensed professional who is familiar with the facts of your particular circumstances. Genene Wilson is an Authorised Representative No 383696 and Credit Representative No 511144; Finesse Financial Advisers is an Authorised Representative No 1267025 and Credit Representative No 511143 of FYG Planners Pty Ltd ABN 55 094 972 540  AFSL/ACL No. 224543. Contact information: Address: PO Box 840 Penrith NSW 2751. Phone: 1300 026 800. See omnystudio.com/listener for privacy information.

    Tiffany Jones - What's your legacy? It's about more than money and wealth transfer!

    Play Episode Listen Later Nov 23, 2020 41:28


    In this episode we chat about legacy, leadership, success, purpose, impact, wellbeing and connection. We also talk about the value of education and financial literacy, and how the experience of working with a team of experts will improve outcomes for people across a range of areas of their life. We look at the whole person/family-legacy is about more than money and wealth transfer. Tiffany highlights some of the key trends she is seeing from her work with families. Don't miss this episode! Tiffany Jones Website: https://momentumag.com/ Linkedin: linkedin.com/in/tijones1 Tiffany's article discussed in the show here:“It's time to turn uncertainty into growth” https://momentumag.com/turn-uncertainty-into-growth/ Website: www.finesseadvisers.com. Email: admin@finessesadvisers.com Love the show? Don't forget to leave a review.   The information provided on the Finesse Your Money Podcast is not intended to constitute legal, business, financial or other professional or product advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified and licensed professional who is familiar with the facts of your particular circumstances. Genene Wilson is an Authorised Representative No 383696 and Credit Representative No 511144; Finesse Financial Advisers is an Authorised Representative No 1267025 and Credit Representative No 511143 of FYG Planners Pty Ltd ABN 55 094 972 540  AFSL/ACL No. 224543. Contact information: Address: PO Box 840 Penrith NSW 2751. Phone: 1300 026 800. See omnystudio.com/listener for privacy information.

    Dominique Schuh & Halina Roach - What's the value of advice?

    Play Episode Listen Later Nov 16, 2020 40:38


    Round table discussion! In this episode we discuss financial planning and the value of building a team of advisors to support your journey to financial freedom, and whether wealth links to living a meaningful purposeful life. Dominique Schuh runs a non-aligned financial planning business based in Queensland and has been a financial adviser for the past 10 years. Dom specialises in working with small business owners, including those in the rural community, as well as people wanting to be intentional about their retirement. Halina Roach is the owner and Family Wealth Advisor at Your Family CFO, a boutique financial planning business in Victoria. Halina has been a financial adviser for the past 14 years. She works with busy professionals who need their own ‘Chief Financial Officer' to focus on their personal finances.  You can reach Dominique on the company website https://www.schuhgroup.com.au/ You can reach Halina on her company website https://www.yourfamilycfo.melbourne/ Website: www.finesseadvisers.com. Email: admin@finessesadvisers.com   The information provided on the Finesse Your Money Podcast is not intended to constitute legal, business, financial or other professional or product advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified and licensed professional who is familiar with the facts of your particular circumstances. Genene Wilson is an Authorised Representative No 383696 and Credit Representative No 511144; Finesse Financial Advisers is an Authorised Representative No 1267025 and Credit Representative No 511143 of FYG Planners Pty Ltd ABN 55 094 972 540  AFSL/ACL No. 224543. Contact information: Address: PO Box 840 Penrith NSW 2751. Phone: 1300 026 800. See omnystudio.com/listener for privacy information.

    Shar Moore - Rebuilding from the ground up. Losing everything is tough, or is it?

    Play Episode Listen Later Nov 9, 2020 46:54


    Welcome back to season 3 of Finesse Your Money! To recover from a devastating loss can take years... if you ever really do. Some people would be forced to give up on their hopes and dreams because it's too hard. So imagine what kind of special person it would take to go from Broke to BMW in only 18 months. Our guest, Shar Moore, is exactly that kind of person. In fact, she is more than that... she's a unique and dynamic woman too. Life experience and tragedies helped to transform her into the inspirational woman she is today.  In this episode, we discuss all things money, success, purpose, wellbeing, and connection. We also talk about the business lessons Shar learnt from growing her first lemon! An episode not to be missed. Contact Shar Moore: Website: https://www.sharmoore.com.au/ Linkedin: https://www.linkedin.com/in/sharmoore/ Facebook: https://www.facebook.com/groups/feminessence Facebook Group: FeminessenceMovement Access Shar's special offer here: Shar is giving listeners FREE access to the FeminessenceMovement group where they will have access to her FemFiles valued at over $200 a month. You can access the offer through the Feminessence Movement on Facebook. Website: www.finesseadvisers.com. Email: admin@finessesadvisers.com The information provided on the Finesse Your Money Podcast is not intended to constitute legal, business, financial or other professional or product advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified and licensed professional who is familiar with the facts of your particular circumstances. Genene Wilson is an Authorised Representative No 383696 and Credit Representative No 511144; Finesse Financial Advisers is an Authorised Representative No 1267025 and Credit Representative No 511143 of FYG Planners Pty Ltd ABN 55 094 972 540  AFSL/ACL No. 224543. Contact information: Address: PO Box 840 Penrith NSW 2751. Phone: 1300 026 800. See omnystudio.com/listener for privacy information.

    Kate Corkery - Are you kicking goals with your money?

    Play Episode Listen Later Aug 3, 2020 33:44


    At just 35 years of age, our guest Kate Corkery is a "wonderkind." She is the recipient of the University of Canberra Chancellor's Award for Contribution to Sport at the 2019 Distinguished Alumni Awards. Kate's passion for community shines through in all her unpaid, voluntary roles, where she says she's inspired by the power of a group of people coming together because they believe, love, support, or want to be part of something great. Tune in to hear more about Kate's burning passion for giving back to the sporting community.   The information provided on the Finesse Your Money Podcast is not intended to constitute legal, business, financial or other professional or product advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified and licensed professional who is familiar with the facts of your particular circumstances. Genene Wilson is an Authorised Representative No 383696 and Credit Representative No 511144; Finesse Financial Advisers is an Authorised Representative No 1267025 and Credit Representative No 511143 of FYG Planners Pty Ltd ABN 55 094 972 540  AFSL/ACL No. 224543. Contact information: Address: PO Box 840 Penrith NSW 2751. Phone: 1300 026 800. See omnystudio.com/listener for privacy information.

    Heidi Dening - How resilient are you and your people?

    Play Episode Listen Later Jul 27, 2020 38:18


    Heidi often appears in the media as a resilience expert, including a recent segment on Channel Nine's Weekend Today and is the author of a best-selling self-leadership book called ‘Her Middle Name Is Courage'. She was chosen for the NSW Government's Inspirational Women showcase and has been awarded Westpac's International Women's Day Local Hero Award. Since transforming her own setbacks, such as a paralysing illness where she lost the use of her legs, to gunpoint kidnappings, from tsunami terror, and narrowly escaping being burnt alive when petrol bombs were thrown at her room, she now empowers organisations and their people to find the courage to keep moving forward during tough times. Access to Sleep Worksheet here: https://heididening.com/bucketquiz/   The information provided on the Finesse Your Money Podcast is not intended to constitute legal, business, financial or other professional or product advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified and licensed professional who is familiar with the facts of your particular circumstances. Genene Wilson is an Authorised Representative No 383696 and Credit Representative No 511144; Finesse Financial Advisers is an Authorised Representative No 1267025 and Credit Representative No 511143 of FYG Planners Pty Ltd ABN 55 094 972 540  AFSL/ACL No. 224543. Contact information: Address: PO Box 840 Penrith NSW 2751. Phone: 1300 026 800. See omnystudio.com/listener for privacy information.

    Sue Paton - What's your money mindset, are you unshakeable?

    Play Episode Listen Later Jul 20, 2020 44:42


    Sue is an author, entrepreneur, coach, and psychotherapist. She has a Masters of Applied Psychotherapy and a Masters of Adult Education and has trained thousands of mental health practitioners, including psychologists and counsellors. Sue is a world-class Trainer and Educator and brings her experience from her passions of Neuro-Psychotherapy and Education to the world of Transformation. She is also a master communicator and has been actively helping people change their lives for 25 years, through her mentoring, clinical work, and educational roles. Sue brings humour and relatable examples to her training and is passionate about helping people transform by educating them on the power of the unconscious and the psychology that brings them more ease.   The information provided on the Finesse Your Money Podcast is not intended to constitute legal, business, financial or other professional or product advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified and licensed professional who is familiar with the facts of your particular circumstances. Genene Wilson is an Authorised Representative No 383696 and Credit Representative No 511144; Finesse Financial Advisers is an Authorised Representative No 1267025 and Credit Representative No 511143 of FYG Planners Pty Ltd ABN 55 094 972 540  AFSL/ACL No. 224543. Contact information: Address: PO Box 840 Penrith NSW 2751. Phone: 1300 026 800. See omnystudio.com/listener for privacy information.

    Anthea Falkiner - From Winging it, to Winning with money

    Play Episode Listen Later Jul 13, 2020 43:43


    Our guest today is Anthea Falkiner. She says that 12 years ago, she was winging it with her finances.  Today, her company, Bright Spenders, have a unique system that allows their clients to pay off debt and save faster for whatever it is that excites them in life. She wanted to educate her kids, travel, do stuff she loves and not have to worry about budgeting all the time. Back then Anthea had a great ‘live for the day' mentality. Today, 11 years later, she's developed a spending plan that has helped her clients save a combined $1.5 million dollars in the last few years alone! She describes this system as a “GPS for your finance”. Anthea has been featured in articles from Money Magazine and she's also appeared on Channel 7's Weekend Sunrise. Anthea helps her clients get the basics right, so that they are better prepared financially and equipped for when they're ready to see a Financial Adviser. I'm looking forward to our chat today. You can reach Anthea on her website brightspenders.com.au, she recommends popping over to the Free Resources Tab, where you can access some fantastic tools. You can also connect with her on Facebook @brightspenders.   The information provided on the Finesse Your Money Podcast is not intended to constitute legal, business, financial or other professional or product advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified and licensed professional who is familiar with the facts of your particular circumstances. Genene Wilson is an Authorised Representative No 383696 and Credit Representative No 511144; Finesse Financial Advisers is an Authorised Representative No 1267025 and Credit Representative No 511143 of FYG Planners Pty Ltd ABN 55 094 972 540  AFSL/ACL No. 224543. Contact information: Address: PO Box 840 Penrith NSW 2751. Phone: 1300 026 800. See omnystudio.com/listener for privacy information.

    Dr Brett Taylor - What are you doing to simplify life?

    Play Episode Listen Later Jul 6, 2020 35:07


    Our guest for this episode says he has spent thirty years writing a book about life, he has strong opinions that are loosely held and his cv is dull and dangerous to your health. Dr. Brett Taylor is quite the comedic talent. I've spent many hours in the chair at his Sydney dental practice. I can't wait to share his secrets to "Simplifying Life: Simple Steps for Finding Your Way (in a complex world)." Brett has diverse business interests and has spent more than his share of time on the speaking circuit. He once told me he used one slide to talk for 3 hours about a particular topic! In his day job, he's an outstanding dentist who has won many accolades. They include fellowships from Pierre Fauchard Academy, The Academy of Dentistry International, and The American College of Dentists, to which he insists it is a mystery, and he's not sure what they were thinking! Brett is passionate about helping patients improve their oral health and help them achieve a beautiful smile. He has a great sense of humour and doesn't take himself too seriously. Brett and I sat down for a chat about why he'd make a terrible employee and what he learned after writing the book. You can reach Brett on his company website http://www.leadingedgedental.com.au/ Or you can connect with him on LinkedIn   The information provided on the Finesse Your Money Podcast is not intended to constitute legal, business, financial or other professional or product advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified and licensed professional who is familiar with the facts of your particular circumstances. Genene Wilson is an Authorised Representative No 383696 and Credit Representative No 511144; Finesse Financial Advisers is an Authorised Representative No 1267025 and Credit Representative No 511143 of FYG Planners Pty Ltd ABN 55 094 972 540  AFSL/ACL No. 224543. Contact information: Address: PO Box 840 Penrith NSW 2751. Phone: 1300 026 800. See omnystudio.com/listener for privacy information.

    Paul Dunn - How do you measure up - are you living your legacy?

    Play Episode Listen Later Jun 29, 2020 42:35


    4-time TEDx speaker, award-winning entrepreneur and master presenter, Paul Dunn joins us on the show. Paul has received numerous honours for his work such as the Global Lifetime Achievement Award for Service to the Accounting Profession in the UK. His work as chairman of the revolutionary business giving movement B1G1: Business for Good has already created over 150 million giving impacts around the world. B1G1 helps businesses embed giving right into the heart of their everyday activities. B1G1 makes business giving easy, effective and meaningful. To find out more, head to the B1G1 website https://www.b1g1.com/businessforgood/   The information provided on the Finesse Your Money Podcast is not intended to constitute legal, business, financial or other professional or product advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified and licensed professional who is familiar with the facts of your particular circumstances. Genene Wilson is an Authorised Representative No 383696 and Credit Representative No 511144; Finesse Financial Advisers is an Authorised Representative No 1267025 and Credit Representative No 511143 of FYG Planners Pty Ltd ABN 55 094 972 540  AFSL/ACL No. 224543. Contact information: Address: PO Box 840 Penrith NSW 2751. Phone: 1300 026 800. See omnystudio.com/listener for privacy information.

    Ellen Baron - Are you positioning yourself and business with compelling marketing, for a win, win, win?!

    Play Episode Listen Later Jun 22, 2020 42:57


    My guest today is Ellen Baron. Ellen and a couple of colleagues founded Ruby Cha Cha during the GFC in 2008, now she's running the team solo having bought out the other founders. She has over 30 years' experience in qualitative research and has a reputation for delivering high-end strategy and marketing insights. Ellen has won numerous awards in the research space and was listed in publications such as BRW Fast 100, 3 years running, as well as Anthill's innovative company awards. Ellen advocates for a consumer lead pathway for brands to co-create a more successful campaign and product. Ellen will tell you she is genuinely passionate about the consumer journey and loves talking to people about how they respond to consumer brands. She's certainly had a long and fruitful career helping businesses grow. She has a generosity of spirit, seeks excellence yet, at the same time, is pragmatic. I'm eager to hear more. If you'd like to reach Ellen, go to https://www.rubychacha.com.au/ or reach out at info@rubychacha.com.au to take her up on one of the amazing offers mentioned in the show. If you'd like to reach me and get one of those gift vouchers valued at $150 to redeem on an introductory discussion, email admin@finesseadvisers.com and put ‘Gift Voucher' in the header. The information provided on the Finesse Your Money Podcast is not intended to constitute legal, business, financial or other professional or product advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified and licensed professional who is familiar with the facts of your particular circumstances. Genene Wilson is an Authorised Representative No 383696 and Credit Representative No 511144; Finesse Financial Advisers is an Authorised Representative No 1267025 and Credit Representative No 511143 of FYG Planners Pty Ltd ABN 55 094 972 540  AFSL/ACL No. 224543. Contact information: Address: PO Box 840 Penrith NSW 2751. Phone: 1300 026 800. See omnystudio.com/listener for privacy information.

    Dr Majeda Awawdeh - Are you curious about the connection between kids and maths and money? Are you looking for sure fire ways to set your kids up for a financially secure future?

    Play Episode Listen Later Jun 15, 2020 37:54


    Don't miss this episode with Dr. Majeda Awawdeh, a multi-award winning businesswoman and, most recently, the Telstra Business Women's – Small Business of the Year award winner for NSW 2020. She came to Australia in 2005, on a scholarship to do a Ph.D. in maths education and Cognitive Load Theory, following a 15 year career in education. In her Ph.D. research, she investigated why and how learners receive information, how the brain works, and how the learning process may be facilitated. Dr. Majeda has built a hugely successful education business, Global Education Academy, based on teaching problem-solving skills and her trademark UPSL strategy. IMO, her four-step strategy to understand, plan, solve, and learn, teaches essential life skills that set kids and young people up for the future. Doctor Majeda doesn't teach maths for a living she does it for fun, she says there is "nothing equal to seeing the aha moment happening when students understand maths, and you see the difference you make to their self-esteem and confidence. It is a life-changing process".   A must-read for parents. To instantly download a copy of her book, in which Dr. Majeda provides an analytical overview of Australia's current education system, "Who Cares about Maths, Anyway," go to https://www.globaleducationacademy.com.au/the-book/!   The information provided on the Finesse Your Money Podcast is not intended to constitute legal, business, financial or other professional or product advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified and licensed professional who is familiar with the facts of your particular circumstances. Genene Wilson is an Authorised Representative No 383696 and Credit Representative No 511144; Finesse Financial Advisers is an Authorised Representative No 1267025 and Credit Representative No 511143 of FYG Planners Pty Ltd ABN 55 094 972 540  AFSL/ACL No. 224543. Contact information: Address: PO Box 840 Penrith NSW 2751. Phone: 1300 026 800. See omnystudio.com/listener for privacy information.

    James Michael - Are you making the most of your talent?

    Play Episode Listen Later Jun 9, 2020 55:12


    Former Commando, James Michael, is inspiring absolutely everybody to go chase their fullest potential – We're not here for a long time – so, we really ought to be here for a good time. If you've ever wondered about how genuinely high-performing sales professionals are hard-wired, then the results of a 3-year psychometric study of nearly 4000 sales pro's, here in Australia, conducted by James, will surely fascinate you.  For the White Paper on this unique study just email James on jamesm@justifiedtalent.com with the subject line of “Study” and it's yours!   The information provided on the Finesse Your Money Podcast is not intended to constitute legal, business, financial or other professional or product advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified and licensed professional who is familiar with the facts of your particular circumstances. Genene Wilson is an Authorised Representative No 383696 and Credit Representative No 511144; Finesse Financial Advisers is an Authorised Representative No 1267025 and Credit Representative No 511143 of FYG Planners Pty Ltd ABN 55 094 972 540  AFSL/ACL No. 224543. Contact information: Address: PO Box 840 Penrith NSW 2751. Phone: 1300 026 800. See omnystudio.com/listener for privacy information.

    Glen Carlson - Do you show up as a thought leader for your brand?

    Play Episode Listen Later Jun 1, 2020 39:24


    Welcome to Season 2 of Finesse Your Money! Today's guest is Glen Carlson. Glen is the co-founder of Dent Global and the Key Person of Influence Accelerator. With operations in the UK, Australia and Canada, he's known for helping entrepreneurs stand out, scale up and make a Dent in the universe. Glen will tell you he's about inspiring entrepreneurs to build their businesses as a force for good. I cant wait to hear more about that today.   The information provided on the Finesse Your Money Podcast is not intended to constitute legal, business, financial or other professional or product advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified and licensed professional who is familiar with the facts of your particular circumstances. Genene Wilson is an Authorised Representative No 383696 and Credit Representative No 511144; Finesse Financial Advisers is an Authorised Representative No 1267025 and Credit Representative No 511143 of FYG Planners Pty Ltd ABN 55 094 972 540  AFSL/ACL No. 224543. Contact information: Address: PO Box 840 Penrith NSW 2751. Phone: 1300 026 800.   See omnystudio.com/listener for privacy information.

    Hunter Leonard - Ever wanted to know what it takes to start and run a successful business?

    Play Episode Listen Later Apr 23, 2020 54:11


    Our guest today is Hunter Leonard. He is the Chief Experience Officer of both Silver and Wise and Blue Frog Marketing. His passion is to help mature aged business owners who are currently running a business or looking to start a new business flourish and prosper. Hunter knows what it takes to be successful, you don't want to miss his top tips to get business ready and find your purpose in what you're doing! Contact Hunter: Mobile:  0400 237 647 Email: hunter@silverandwise.com.au WEB: https://www.silverandwise.com.au/   The information provided on the Finesse Your Money Podcast is not intended to constitute legal, business, financial or other professional or product advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified and licensed professional who is familiar with the facts of your particular circumstances. Genene Wilson is an Authorised Representative No 383696 and Credit Representative No 511144; Finesse Financial Advisers is an Authorised Representative No 1267025 and Credit Representative No 511143 of FYG Planners Pty Ltd ABN 55 094 972 540  AFSL/ACL No. 224543. Contact information: Address: PO Box 840 Penrith NSW 2751. Phone: 1300 026 800. See omnystudio.com/listener for privacy information.

    Veronica Morgan - Is there an elephant in every room and a foolish property forecaster shouting from every rooftop?

    Play Episode Listen Later Apr 23, 2020 39:47


    Today's Guest is Veronica Morgan. Veronica Morgan is co-host of Foxtel's Location Location Location Australia & Relocation Relocation Australia, Principal of Good Deeds Property Buyers, Co-founder of Home Buyer Academy, Co-host of The Elephant in the Room property podcast and author of “Auction Ready: How to Buy Property at Auction Even Though You're Scared S#!TLESS”. She is a busy lady,  Licensed Real Estate Agent, Buyers Agent and Qualified Investment Property Advisor. Tune in to hear Veronica's top 3 mistakes, key things you should be looking out for at present and how to get past feeling scared about buying property. Contact Veronica: Phone:  (02) 9555 5206 Website:https://gooddeeds.com.au/   The information provided on the Finesse Your Money Podcast is not intended to constitute legal, business, financial or other professional or product advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified and licensed professional who is familiar with the facts of your particular circumstances. Genene Wilson is an Authorised Representative No 383696 and Credit Representative No 511144; Finesse Financial Advisers is an Authorised Representative No 1267025 and Credit Representative No 511143 of FYG Planners Pty Ltd ABN 55 094 972 540  AFSL/ACL No. 224543. Contact information: Address: PO Box 840 Penrith NSW 2751. Phone: 1300 026 800. See omnystudio.com/listener for privacy information.

    Shibly Mustapha - How can you and your fur babies have a happy healthy life and save some money in the process?

    Play Episode Listen Later Apr 23, 2020 41:18


    Do you love your pets? Tune in today as we find out some simple tactics to save money. We are excited to have Dr Shibly Mustapha join us. Dr Shibly is a senior veterinary surgeon, who's been practicing for 17 years. He's the owner of a group of clinics in Brisbane and advises several others. Shibly's side-gig is Editor in Chief of 'Love your Pets' magazine and his upcoming book sounds awesome, “Healthy Pets, Unhappy Vets”. I'm guessing it's jam packed with money saving ideas! Right now Shibly's focus is on helping Pet Parents to become proactive with their pet's care, so that everyone in the household can enjoy happier, healthier and more fulfilling lives. Access Dr Shibly's e-book on his landing page: Download a Free Copy of 16 Principles Every Pet Owner Needs To Know here: http://drshiblymustapha.com  Connect with  Dr Shibly on Facebook : http://www.facebook.com/drshiblythevet  Access Love Your Pets Magazine here: http://loveyourpetsmagazine.com.au    The information provided on the Finesse Your Money Podcast is not intended to constitute legal, business, financial or other professional or product advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified and licensed professional who is familiar with the facts of your particular circumstances. Genene Wilson is an Authorised Representative No 383696 and Credit Representative No 511144; Finesse Financial Advisers is an Authorised Representative No 1267025 and Credit Representative No 511143 of FYG Planners Pty Ltd ABN 55 094 972 540  AFSL/ACL No. 224543. Contact information: Address: PO Box 840 Penrith NSW 2751. Phone: 1300 026 800. See omnystudio.com/listener for privacy information.

    Peter Mancell - Are you curious about investment markets?

    Play Episode Listen Later Apr 23, 2020 38:29


    Introducing Peter Mancell, he is the Managing Director of FYG Planners and founder of Mancell Financial Group a very successful planning business based in beautiful Tasmania. He is a Certified Financial Planner with more than 35 years' experience advising clients about their investments. Peter says he has a very long memory and that using his investment philosophy he helps people to pursue a better investment experience and improve their odds of success. You don't want to miss this episode! We discuss defining moments in share-market history. Peter provides insight on how to be a successful investor and talks about his (and clients) success and failures. Peter also gives our listeners three things they can do right now to set themselves up for the future. And, don't miss Peter's top tips if you're feeling the pinch financially. Contact Peter: Mancell Financial Group Level 2, 39-41 Alexander Street, Burnie TAS 7320| Tel: (03) 6440 3555| Email: peter.mancell@mfg.com.au Web: www.mfg.com.au   The information provided on the Finesse Your Money Podcast is not intended to constitute legal, business, financial or other professional or product advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified and licensed professional who is familiar with the facts of your particular circumstances. Genene Wilson is an Authorised Representative No 383696 and Credit Representative No 511144; Finesse Financial Advisers is an Authorised Representative No 1267025 and Credit Representative No 511143 of FYG Planners Pty Ltd ABN 55 094 972 540  AFSL/ACL No. 224543. Contact information: Address: PO Box 840 Penrith NSW 2751. Phone: 1300 026 800. See omnystudio.com/listener for privacy information.

    Rebecca Raad - How to survive and thrive in business?

    Play Episode Listen Later Apr 23, 2020 32:49


    Today I'm excited to introduce Rebecca Raad, who is the Franchise Owner and Executive Director of BNI Sydney North West. Essentially Rebecca helps business-people create networks, build their brand in the community and generate referrals. Since taking over the franchise she has taken the Number 1 position for BNI Franchises in Australia and 18th in the world as at March 2020. Rebecca and her team responded rapidly to the Coronavirus pandemic, taking more than 575 members online for their weekly meetings and training. Don't miss this episode if you want to learn how to take a traditional face to face business and transform it! And make sure you stick around until the end to find out the best thing businesses can do to switch things up as well as three actions you can take today to help your business thrive in the long run. Contact Rebecca: www.bnisnw.com.au  Ph: 1300 264 769 FB: BNI Sydney NW & Penrith LI: https://www.linkedin.com/in/rebecca-raad-59a402175/   The information provided on the Finesse Your Money Podcast is not intended to constitute legal, business, financial or other professional or product advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified and licensed professional who is familiar with the facts of your particular circumstances. Genene Wilson is an Authorised Representative No 383696 and Credit Representative No 511144; Finesse Financial Advisers is an Authorised Representative No 1267025 and Credit Representative No 511143 of FYG Planners Pty Ltd ABN 55 094 972 540  AFSL/ACL No. 224543. Contact information: Address: PO Box 840 Penrith NSW 2751. Phone: 1300 026 800. See omnystudio.com/listener for privacy information.

    Karen Hall - Curious about how people build brands and influence?

    Play Episode Listen Later Apr 23, 2020 41:48


    Karen Hall is our guest today. She is the Founder and Director of 101 Things Marketing. She provides companies with marketing strategies and the execution expertise and ‘grunt' (do it for you) to generate leads and grow their businesses. You don't want to miss the discussion about the importance of creating business assets for the time, that are consistent with your brand and that keep you in the presence of your ideal customer. Hear Karen talk about how in a twist of luck, her business has been virtual since inception 5 years ago, with her team working remotely throughout Australia, NZ, Europe, and South America. Which has meant that she can carry on with business as usual and dedicate her time to helping those businesses affected by the COVID19 pandemic. Karen's business recently won the 2020 Australian Enterprise Award Most Innovative Marketing Consultancy in Sydney, and she talks to us about what that means to her and her business. And how awards can help you too. Karen leaves us with five things that listeners can do right now to set their businesses up for the future. Contact Karen: Karen Hall: +61 447 682 635 https://www.101things.net.au/   The information provided on the Finesse Your Money Podcast is not intended to constitute legal, business, financial or other professional or product advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified and licensed professional who is familiar with the facts of your particular circumstances. Genene Wilson is an Authorised Representative No 383696 and Credit Representative No 511144; Finesse Financial Advisers is an Authorised Representative No 1267025 and Credit Representative No 511143 of FYG Planners Pty Ltd ABN 55 094 972 540  AFSL/ACL No. 224543. Contact information: Address: PO Box 840 Penrith NSW 2751. Phone: 1300 026 800. See omnystudio.com/listener for privacy information.

    Sheilana Prosper - Are you a start-up business, wondering what other business owners are doing right now to keep their start-up viable?

    Play Episode Listen Later Apr 23, 2020 45:48


    Today's Guest is a dear friend Sheilana Prosper. Sheilana established her business in 2019 after more than  25 years in the corporate world. Sheilana partners with business owners wanting a CFO to help get control and transform their companies, making them resilient enough to withstand whatever the 21st century brings. Sheilana's business Grow & Prosper says it all, and I'm excited to share her top tips on how startup and growth phase business can survive and thrive in this new world we're living in. Tune in to Sheilana's top 3 things business owners can do right now to help your business thrive in the long run. Contact Sheilana: PH: 1800 476 000 E: info@growandprosper.com.au www.growandprosper.com.au   The information provided on the Finesse Your Money Podcast is not intended to constitute legal, business, financial or other professional or product advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified and licensed professional who is familiar with the facts of your particular circumstances. Genene Wilson is an Authorised Representative No 383696 and Credit Representative No 511144; Finesse Financial Advisers is an Authorised Representative No 1267025 and Credit Representative No 511143 of FYG Planners Pty Ltd ABN 55 094 972 540  AFSL/ACL No. 224543. Contact information: Address: PO Box 840 Penrith NSW 2751. Phone: 1300 026 800. See omnystudio.com/listener for privacy information.

    Evonne Englezos - Do you know how to tap into your mental strength and transform your business?

    Play Episode Listen Later Apr 23, 2020 55:41


    I'm excited to be introducing our guest today, Evonne Englezos. She is an Executive Coach and Performance Psychotherapist who works with growth-focussed Entrepreneurs, Founders and CEOs. Evonne and her business partner, Sue Paton, created MindStrong Global. Evonne says that the quality of your business depends on the strength of your mind, which led them to create the Mindstrong Method. Can't wait to hear more about their important work! Don't miss Evonnes' top tips on looking after yourself and your people, including three things you can do today, to help yourself, your business and your teams in the long run. Contact Mindstrong Global: E: info@mindstrong.global www.mindstrong.global LinkedIn: mindstrong-global FB: mindstrong.global   The information provided on the Finesse Your Money Podcast is not intended to constitute legal, business, financial or other professional or product advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified and licensed professional who is familiar with the facts of your particular circumstances. Genene Wilson is an Authorised Representative No 383696 and Credit Representative No 511144; Finesse Financial Advisers is an Authorised Representative No 1267025 and Credit Representative No 511143 of FYG Planners Pty Ltd ABN 55 094 972 540  AFSL/ACL No. 224543. Contact information: Address: PO Box 840 Penrith NSW 2751. Phone: 1300 026 800. See omnystudio.com/listener for privacy information.

    Susan Farquhar - Are you curious about property investment?

    Play Episode Listen Later Apr 23, 2020 50:22


    Our guest today is Susan Farquhar. Susan is the woman behind Calla Property, award winning property specialists. A business Susan built from the ground up based on her research methodology called Calla Insights. I'm sure we're going to hear more about her process to building an investment portfolio today. You don't want to miss Susan's views on the economy and markets and what you can be doing right now to protect yourself in the future. Susan Farquhar| Voted in the TOP 10 Property Specialists 2019 and 2018 Contact Susan: P: 02 8006 1517 A: Suite 201/105 Pitt Street, Sydney NSW 2000  Website | Facebook | LinkedIn    The information provided on the Finesse Your Money Podcast is not intended to constitute legal, business, financial or other professional or product advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified and licensed professional who is familiar with the facts of your particular circumstances. Genene Wilson is an Authorised Representative No 383696 and Credit Representative No 511144; Finesse Financial Advisers is an Authorised Representative No 1267025 and Credit Representative No 511143 of FYG Planners Pty Ltd ABN 55 094 972 540  AFSL/ACL No. 224543. Contact information: Address: PO Box 840 Penrith NSW 2751. Phone: 1300 026 800. See omnystudio.com/listener for privacy information.

    Stephen Fenton - Are you curious about what's happening with credit policy and how that may impact you?

    Play Episode Listen Later Apr 23, 2020 20:58


    Stephen Fenton is the force behind Evolution Finance, a business he established nearly 25 years ago. Since then, his enterprises have written over a $billion in loans. Evolution Finance specialises in mortgage lending for investors. Stephen started in the industry in 1996 with Aussie Home loans where he cut his teeth and quickly learned all about investing.  Stephen says he's met some fantastic Financial Planners, Accountants, and Lawyers over the years, which has shaped the way he builds a lending strategy.  Stephen talks to us about what more sophisticated investors are seeking. And you don't want to miss our discussion about the banks and lenders caution right now and how it may impact you! Contact Stephen: Phone: 1300 980 147 Web: http://evolutionfinance.com.au/   The information provided on the Finesse Your Money Podcast is not intended to constitute legal, business, financial or other professional or product advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified and licensed professional who is familiar with the facts of your particular circumstances. Genene Wilson is an Authorised Representative No 383696 and Credit Representative No 511144; Finesse Financial Advisers is an Authorised Representative No 1267025 and Credit Representative No 511143 of FYG Planners Pty Ltd ABN 55 094 972 540  AFSL/ACL No. 224543. Contact information: Address: PO Box 840 Penrith NSW 2751. Phone: 1300 026 800. See omnystudio.com/listener for privacy information.

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