James (Host - Lighthouse Financial Advisor)

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2,966 appearances 15 recordings 1 series first heard Jul 2026 last heard 20 Aug

James (Host - Lighthouse Financial Advisor)’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 15 in all, peaking in Aug 2026 with 9.

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Cheques and Balances · 1 Million Downloads Special: Our Personal Wealth Journey Part 2 · 18 Aug 2026 podcast

What do voice-verified

Um exactly. voice-verified

Um, she just goes like, Oh, there's money in a bank account. voice-verified

Yeah. voice-verified

Um so I still had the like I think, you know, in terms of Lighthouse and the financial planning side, I think we're the best financial planning firm in the country. voice-verified

Um nobody does holistic financial planning like we do. voice-verified

I can I tell you another thing that I think is quite cool that I didn't appreciate is so like as a financial advisor at a bank, I knew stuff about money. voice-verified

But in a place like Lighthouse where voice-verified

You know, you're around accountants, mortgage brokers, insurance, like lots of different professionals. voice-verified

And then you're not also like a indoor cat over there. voice-verified

You're out talking to lawyers and other business owners. voice-verified

I think this the one of the things that is definitely underestimated here is the circle of influence and the exposure you get to different skill sets, different mindsets, different opportunities. voice-verified

Yeah. voice-verified

It's significantly different. voice-verified

It's kind of like actually like all of our every employee here, we just go pretty much like tell us what your plan is and we'll tell you what you need to do to get where you want to get to, right? voice-verified

Yeah. voice-verified

And that's the cool thing about being in a um in a smaller company. voice-verified

The thing about this though, right, is in a bank, you know, there's the politics probably as much as anything else in terms of getting to where you want to get to. voice-verified

Yeah. voice-verified

This is really just on us. voice-verified

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