Your Money Story Dawn Thomas

Feminism in Financial Advice

In today's episode, we're joined by Trish Gregory, an advocate for including the feminist lens in financial advice.

Trish discusses the significance of supporting women within the financial advice profession and beyond. Insights into the challenges women face in the workplace, particularly regarding personal experiences and life cycles.

Creating Inclusive Workspaces:

Trish highlights the importance of fostering openness and inclusivity in workspaces, especially concerning topics
such as women's life cycles.

Discussion on how Fox & Hare, leads by example with inclusive company policies and practices.

Humanising Financial Advice:

Trish emphasizes the importance of
bringing the human side to financial advice, going beyond numbers to build meaningful relationships with clients.

Insights into how open conversations and empathy contribute to creating a supportive and empowering environment for clients.

Role Modelling Diversity and Inclusivity:

Trish shares how Fox & Hare serves as
a role model in promoting diversity and inclusivity within the financial advice profession.Discussion on the impact of company culture on attracting and retaining talent from diverse backgrounds.

Empowering Professionals and Clients:

Strategies for supporting individuals on their financial journeys, regardless of their background or life circumstances.

Trish's advocacy for creating spaces where all individuals feel valued and empowered to achieve their financial
goals.



Stay tuned for more thought-provoking
discussions as we continue to explore Your Money Story.



Connect with Trish on Social Media (LinkedIn, Instagram and Tik Tok)

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General
Advice Warning – This Podcast contains general advice. The information, including tax information and any advice provided in this Podcast, does not take into account your objectives, financial situation or needs. Because of that, you should before acting on the advice, consider the appropriateness of the advice, having regard to those things. If the advice relates to a particular financial product, you should obtain the relevant Product Disclosure Statement for any product mentioned and consider its contents before making any decision.  You should consider talking to a financial adviser before making a financial decision.  Dawn Thomas is a Senior Financial Adviser and is an authorised representative of TWD Licensee Services Pty Ltd ABN 88 605 064 480 Australian Financial Services Licence No.475964 (TWD Licensee Services).

Episode Title: It is Not About the Money with Jenny Rolfe-Wallace

Introduction:

Joining us today is Jenny Rolfe-Wallace, owner of Sprout Education Group, and a passionate advocate for uplifting women in the financial services profession. Jenny is self-described as a feminist,
financial education specialist, bibliophile and thrives on helping people change how they think and feel about money.

Key Discussion Points:

Jenny's Journey in Financial Advice:

Jenny takes us on her journey in financial advice, starting in 1999.

Insights into the challenges and triumphs she faced and how these experiences shaped her advocacy for women in the industry.

The launch of her podcast “It is Not About the Money”:

This is Jenny’s passion project to add much needed conversations with a feminist lens.

Intersectionality:

A deep dive into the complexity of intersectionality within the money conversation.

Jenny's perspective on addressing the unique challenges faced by women with diverse backgrounds and experiences.

Championing Women inFinance:

Jenny's role as a cheerleader for women in finance, offering support and guidance that she wished for earlier in her career.

The value of collaboration and how it plays a pivotal role in advancing the outcomes of women in the financial services profession.

International Women's Day Beyond Symbolism:

Jenny shares her firm views on approaching International Women's Day in a meaningful manner.

Insights into organising her recent "It's Not About the Cupcake" IWD event, focusing on paying speakers and ensuring a diverse panel, despite being a micro-business.

Financial Literacy vs. Financial Capability:

A critical discussion on why the focus should shift from financial literacy to financial capability.

Jenny's perspective on measuring financial success and the importance of empowering individuals to navigate their financial journey effectively.

Book Recommendations from Jenny:

Jenny, an avid reader, shares some of her favourite finance books.

Discussion on the growing trend of finance books authored by women, providing more relatable content for women in finance.

Links:

Sprout Education: https://sprouteducation.com.au/


It’s not About the Money Podcast: https://open.spotify.com/show/42wzpQWPbbs54kCWAmFuYg?si=740ba3310007404d

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General
Advice Warning – This Podcast contains general advice. The information, including tax information and any advice provided in this Podcast, does not take into account your objectives, financial situation or needs. Because of that, you should before acting on the advice, consider the appropriateness of the advice, having regard to those things. If the advice relates to a particular financial product, you should obtain the relevant Product Disclosure Statement for any product mentioned and consider its contents before making any
decision.  You should consider talking to a financial adviser before
making a financial decision.  Dawn Thomas is a Senior Financial Adviser and is an authorised representative of TWD Licensee Services Pty Ltd ABN 88 605 064 480 Australian Financial Services Licence No.475964 (TWD Licensee Services).

DEI Action, Not DEI Talk

Introduction:
Welcome back to "Your Money Story," where we dive
deep into crucial financial discussions.
Season kick-off with our regular guest, and ally Tim Henry,
sharing his views on the WGEA gender pay gap report, especially how it pertains
to the financial planning profession
Key Discussion Points:
Gender Pay Gap in Financial Planning:
nsightful take on the WGEA Gender Pay Gap report and its
implications for the financial planning profession.
Tim advocates for increased representation, citing that only
23% of financial advisers are women.
Impact on Financial Advice:
Tim delves into his belief that having more women in
financial advisory roles can significantly enhance the accessibility and appeal
of financial advice.
Discussion on the correlation between gender diversity in
the industry and the broader reach of financial planning services.
Scathing Critique of Gender Pay Gap in Financial
Services:
Tim doesn't hold back in criticizing the gender pay gap
results within the financial services industry.
Analysing the implications of these disparities and their
effects on both professionals and clients.
Progress on Diversity, Equity, and Inclusion (DEI)
Strategies:
Tim shares his journey in implementing DEI strategies within
his business, Aspire Planning.
The use of Financy's Impactor program as a benchmark for
measuring progress and impact.
Real-world examples of initiatives aimed at fostering a more
inclusive and equitable work environment.
Guest Profile:
Tim Henry, owner of Aspire Financial Planning and host of
"The Grass is Greener" podcast.
Stay tuned for more enlightening episodes as we navigate the
intricate web of Your Money Story.
Links:
Aspire Planning: https://www.aspireplanning.com.au
The Grass is Greener Podcast: https://www.tgigpodcast.com.au/
Don't forget to subscribe and share your thoughts on today's
episode!
 






















































 
General
Advice Warning – This Podcast contains general advice. The information,
including tax information and any advice provided in this Podcast, does not
take into account your objectives, financial situation or needs. Because of
that, you should before acting on the advice, consider the appropriateness of
the advice, having regard to those things. If the advice relates to a
particular financial product, you should obtain the relevant Product Disclosure
Statement for any product mentioned and consider its contents before making any
decision.  You should consider talking to a financial adviser before
making a financial decision.  Dawn Thomas is a Senior Financial Adviser
and is an authorised representative of TWD Licensee Services Pty Ltd ABN 88 605
064 480 Australian Financial Services Licence No.475964 (TWD Licensee
Services).
 

Welcome to Season 4 of "Your Money Story!" We kick
off our new season with a powerhouse guest, Lacey Filipich, a regular season
starter and a change-maker. As we launch just before International Women's Day,
Episode 1 dives deep into a crucial topic - the myth of Imposter Phenomena and
why fixing the system is the real solution.

Show Notes:




Joining us for this impactful conversation is Lacey
Filipich, an advocate for real change.
Launching just before International Women's Day, we're
thrilled to bring you a discussion that challenges the status quo.
Exploring the Myth of Imposter Phenomena:
Lacey Filipich shares insights into the myth of Imposter
Phenomena and why it's not a syndrome.
Delve into the damaging effects of perpetuating this myth,
especially for women in various fields.
Title of the Episode: "Fix the System, Not
Women":
Uncover why fixing the system is the key to empowering women
and creating a more inclusive environment.
Lacey's perspective on real change for International Women's
Day.
Real Change for International Women's Day:
Lacey provides actionable steps and strategies for creating
tangible change.
A call to action for listeners to be a part of the solution.
Closing Thoughts:
Reflect on the importance of addressing systemic issues and
supporting women in their authentic journeys.
Stay tuned for more empowering conversations in Season 4!
Links Mentioned:
Stop Telling Women They Have Imposter Syndrome: https://hbr.org/2021/02/stop-telling-women-they-have-imposter-syndrome
Imposter Syndrome is Sexist, Actually: Embracing Your
Feelings as Protest: https://bookishbrews.com/overcoming-imposter-syndrome/#:~:text=Through%20this%20lens%2C%20we%20already,was%20never%20meant%20to%20exist
Financy Women’s Index: https://financy.com.au/financy-womens-index-report/
Workplace Gender Equality Agency: https://www.wgea.gov.au/about/reporting
How to Connect to Lacey:
Follow Lacey Filipich on LinkenIn and MoneySchoolOrg on
Instagram and Facebook.
https://www.moneyschool.org.au/
 
Thank you for joining us in Episode 1 of Season 4! If you
enjoyed this episode, don't forget to subscribe, leave a review, and share it
with your community. Together, let's continue rewriting our money stories.
Until next time, stay empowered!
 
General Advice
Warning – This Podcast contains general advice. The information, including tax
information and any advice provided in this Podcast, does not take into account
your objectives, financial situation or needs. Because of that, you should
before acting on the advice, consider the appropriateness of the advice, having
regard to those things. If the advice relates to a particular financial
product, you should obtain the relevant Product Disclosure Statement for any
product mentioned and consider its contents before making any decision.
 You should consider talking to a financial adviser before making a
financial decision.  Dawn Thomas is a Senior Financial Adviser and is an
authorised representative of TWD Licensee Services Pty Ltd ABN 88 605 064 480
Australian Financial Services Licence No.475964 (TWD Licensee Services).

Hello, beautiful souls! I'm Dawn Thomas, your host of 'Your
Money Story,' the podcast where we dive deep into the tales of incredible
individuals who have paved their own way, faced challenges head-on, and are
making waves in the world. Welcome to Season 4

As we embark on this new season, we're delving into stories
of resilience, empowerment, and breaking through barriers. This isn't just
about money; it's about the journeys that shape us, the voices that inspire us,
and the impactful work that changes our world.

Get ready for conversations that challenge the status quo,
discussions on feminism, bridging the gender gap, and finding the courage to
walk your own path. It's about more than just dollars and cents; it's about
reclaiming our narratives, especially as women navigating the realms of
finance, purpose, and influence.

I've lined up some extraordinary guests for you this season.
They're not just sharing their success stories; they're baring their souls,
revealing the raw and authentic moments that led them to where they are today.
These are stories of triumph, heartbreak, and the unwavering belief in creating
a better world.

I'm not just your host; I'm a financial adviser, a
mother of three, and a Ph.D. student delving into the superannuation
experiences of Gen Z. Together, we're going to explore the intersections of
money, purpose, and the power of our voices.

So, join me, Dawn Thomas, on 'Your Money Story.' Let's
uncover the narratives that shape us, ignite the spark of change, and empower
each other to rewrite our own stories. Subscribe now, because this season is
not just about money; it's about rewriting the script of our lives.

Season 4 drops soon. Get ready for a journey of
discovery, empowerment, and the courage to redefine your money story. Until
then, stay inspired, stay empowered, and I'll catch you in the next
episode!

Grace has had a a good start in money journey with parents who have kept money conversations active in her world since she was young. When she went to university, already with strong budgeting skills, she realised that other people did not have that level of financial literacy. Her business Financially Empowered provides money coaching to business owners. Additionally serves on multiple board and facilitates the Emerging Leaders in Governance program. She serves the community further through financially literacy work through schools, money education sessions for Migrant women and teaching at University. She has been recognised by UN Australia for her community work.

Financially Empowered: https://financiallyempowered.com.au/



General Advice Warning – This Podcast contains general advice. The information, including tax information and any advice provided in this Podcast, does not take into account your objectives, financial situation or needs. Because of that, you should before acting on the advice, consider the appropriateness of the advice, having regard to those things. If the advice relates to a particular financial product, you should obtain the relevant Product Disclosure Statement for any product mentioned and consider its contents before making any decision.  You should consider talking to a financial adviser before making a financial decision.  Dawn Thomas is a Senior Financial Adviser and is an authorised representative of TWD Licensee Services Pty Ltd ABN 88 605 064 480 Australian Financial Services Licence No.475964 (TWD Licensee Services).