Ways to Wealth EP47: From Corporate Redundancy to Financial Freedom with Marc Proctor

In this episode of the Ways to Wealth Podcast, Charlie is joined by Marc Proctor!Marc is a Chartered Accountant and Financial Advisor who co-founded Bullot & Rankine alongside his wife, Greta. After nearly two decades in senior corporate roles at Coopers & Lybrand, Pricewaterhouse Coopers, and Westpac, Marc was made redundant just before COVID—a pivotal moment that led him to acquire a book of accounting clients and build a financial advisory firm from the ground up.In this conversation, Marc shares his journey from corporate life to entrepreneurship, highlighting the role of mentorship, people-first leadership, and long-term planning. They dive into practical financial advice around household and business cashflow, the importance of knowing whether you're a "spender" or a "saver," and strategies to suit both types.Marc also critiques the financial services industry, calling out high fund manager fees and the need for more accessible, lower-cost options like ETFs. He discusses the balance between personal client service and emerging technologies like AI, and shares his vision of building a business that enables lifestyle freedom, including working remotely while traveling.Check out Bullot & Rankine here: www.b-r.co.nzWatch all episodes of the Ways to Wealth Podcast here: www.eccuity.com/podcasts#WaysToWealth #FinancialFreedom #CashflowManagement #Entrepreneurship #Accounting #FinancialAdvice #RemoteWork #LifestyleBusiness #WealthPlanning #InvestSmart

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