Season 1 Episode 4: The difference between financial planners, financial wellbeing coaches, and financial counsellors
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The difference between financial planners, financial wellbeing coaches and financial counsellors
IN THIS EPISODE
Listen to Mel and Darlene explore different professionals in the finance industry and unpack where financial wellbeing coaches fit, when you might engage one, and what exactly they can do for you.
They discuss financial planners and financial counsellors, and what the differences are between them, as well as money coaching and how financial wellbeing encompasses that but is far more holistic in its approach and outcomes.
Further examining the capability and resilience that form financial wellbeing, they touch on the concepts of scenario planning, the balance of power in relationships, and the fear emotion that so many people have around money.
RESOURCES IN THIS EPISODE
Discover your money personality and have a chat about it with your partner or a friend. Take the quiz.
KEY QUESTION IN THIS EPISODE
What is the ‘fixed rate cliff’ being talked about in the media?
This podcast provides general advice only. It does not take into account your objectives, financial situation or needs. Before acting on any information provided, you should consider the appropriateness of the information and the nature of the financial product in regards to your objectives, financial situation and needs. We recommend discussing your personal situation with a financial professional.
Podcast by:
MEL PEARCE & DARLENE NEU
Co-Founders, Financial Wellbeing Coaches and Mortgage Brokers
The Money Collective
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Book a chat about money with Darlene
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