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Gemma Mitchell

๐Ÿ‘ค Speaker
1680 total appearances

Appearances Over Time

Podcast Appearances

Australian Finance Podcast
Money coaching vs financial advice: The 5-step framework to fix your finances

And it was

Australian Finance Podcast
Money coaching vs financial advice: The 5-step framework to fix your finances

like we'll check in to make sure it's okay, but it wasn't a big, let's really dive into your mindset and the this and let's dive into an investment strategy and find all the problems.

Australian Finance Podcast
Money coaching vs financial advice: The 5-step framework to fix your finances

It was, I really hate that I, this is, I hear this all the time.

Australian Finance Podcast
Money coaching vs financial advice: The 5-step framework to fix your finances

I really hate that I've got no money left.

Australian Finance Podcast
Money coaching vs financial advice: The 5-step framework to fix your finances

At the end of the month, you know, the last couple of weeks, a quick win is to go, do I have a set amount?

Australian Finance Podcast
Money coaching vs financial advice: The 5-step framework to fix your finances

Can I drip feed it to me?

Australian Finance Podcast
Money coaching vs financial advice: The 5-step framework to fix your finances

So your brain's only ever thinking seven days in advance.

Australian Finance Podcast
Money coaching vs financial advice: The 5-step framework to fix your finances

So that was a quick win.

Australian Finance Podcast
Money coaching vs financial advice: The 5-step framework to fix your finances

Another one for him was he'd actually gone to a financial advisor.

Australian Finance Podcast
Money coaching vs financial advice: The 5-step framework to fix your finances

Yeah.

Australian Finance Podcast
Money coaching vs financial advice: The 5-step framework to fix your finances

Yeah.

Australian Finance Podcast
Money coaching vs financial advice: The 5-step framework to fix your finances

So there are quite a few things that came up in coaching that he needs financial advice for.

Australian Finance Podcast
Money coaching vs financial advice: The 5-step framework to fix your finances

So there's always going to be things that coaching can't do because we don't do products.

Australian Finance Podcast
Money coaching vs financial advice: The 5-step framework to fix your finances

We don't do personal advice.

Australian Finance Podcast
Money coaching vs financial advice: The 5-step framework to fix your finances

So some things are going to his accountant.

Australian Finance Podcast
Money coaching vs financial advice: The 5-step framework to fix your finances

We put on his list.

Australian Finance Podcast
Money coaching vs financial advice: The 5-step framework to fix your finances

Some things are going to go to a financial advisor.

Australian Finance Podcast
Money coaching vs financial advice: The 5-step framework to fix your finances

But years ago, he saw a financial advisor and they had changed up his superannuation and they had set him up an investment share account.

Australian Finance Podcast
Money coaching vs financial advice: The 5-step framework to fix your finances

They're two really good things to have done with a financial advisor, but he didn't understand them.

Australian Finance Podcast
Money coaching vs financial advice: The 5-step framework to fix your finances

So no shade on the financial advisor.