It’s no secret that being a financial advisor for young adults, I love working with millennials, Gen Y and young professional families. There’s nothing like having a chat with a prospective client for the first time, getting to know them and finding out what makes...
Written by Jasmine Wallis. I was a child during the Global Financial Crisis which means I have a crippling fear of credit cards and an aversion to looking at my bank balance. However, over the past few years, I’ve slowly (very slowly) been educating myself about...
How did you become a Gen Y Financial Adviser and why did you start Wealthy Self? As far as I can remember, I’ve always been interested in helping people and from a young age, was intrigued by money. From helping Mum do the weekly shop at the supermarket, to diving for...