In the fifth and final episode, financial educator and author Vanessa Stoykov details the way ACTION contributes to how financially comfortable we are - both now and later in life. 

Vanessa is joined by CEO Bryce Doherty to dive deep into the lessons learned from fictional characters pulled from Vanessa’s finance novel ‘The Breakfast Club for 40-somethings.’ 

What you will learn in this episode:

• By nature, the future is never certain so we can’t wait to have all the answers to begin. 
• A future with financial success at the expense of relationships is no success at all.   
• How making the future we want only comes when we take action.  
• The direction and insight a financial planner can offer at any income level. 

‘It’s about giving yourself permission to change.’ 

‘People can become so focused and the breadth of what they're trying to achieve can become more and more narrow.’ 

‘And what a shame that people sound busy - not I'm happy or I'm going really well.’  

About Vanessa Stoykov: 

Vanessa is an award-winning financial commentator, author and CEO. 

She is on a mission to help Australians get real about money. And with her vast experience in the wealth creation space, Vanessa knows how important it is to have courageous conversations in order to achieve financial freedom.

From her 22-year history of owning a financial services education-focused media business, Evolution Media Group, Vanessa has a deep understanding of the finance world and has the unique ability to communicate this in a way that everyday people can understand.

A passionate financial educator, Vanessa has published two books and regularly appears in the media outlets such as News.com.au, Sydney Morning Herald, BC and The Today Show. 

You can find her website here: https://vanessastoykov.com.au/

Bryce Doherty 

With over 23 years in the finance industry, Bryce now sits as CEO of UBS Asset Management in Australia & New Zealand. One of the largest asset management businesses in Australia, it has over one billion dollars invested globally and 3400 thousand employees worldwide. 

You can find him on LinkedIn here https://www.linkedin.com/in/bryce-doherty-29b7931b0/?original_referer=&originalSubdomain=au

Links

• The Lessons of Action
• The Breakfast Club book
• The Five Conversations You Need to Have About Money book
• Connect with Vanessa on Linkedin

Please note that all content is general financial advice only. That means the advice does not take into account your objectives, financial situation 

Hosted on Acast. See acast.com/privacy for more information.

In this fourth episode, financial educator and author Vanessa Stoykov details the way DESIRE contributes to how financially comfortable we are - both now and later in life. 

Vanessa is joined by Jenny Josling to dive deep into the lessons learned from fictional characters pulled from Vanessa’s finance novel ‘The Breakfast Club for 40-somethings.’ 

What you will learn in this episode:

• How desire is a treadmill, not a cul de sac.  We can get caught up in the chase without realising we’re picking up the pace. 
• When high-net-worth individuals like Josie get trapped by desire - needing to go to upmarket hotels and travel business class because they think that’s what’s expected of them. 
• Running your own business can put you in maximum control - and also at maximum risk.  
• The direction and insight a financial planner can offer at any income level. 

‘Desire pulls us forward, and fuels our ambition. But unchecked desire can come at a heavy price, dragging us in to pay for it all.’ 

‘But while she can do everything, she can't do everything all the time.’  

About Vanessa Stoykov: 

Vanessa is an award-winning financial commentator, author and CEO. 

She is on a mission to help Australians get real about money. And with her vast experience in the wealth creation space, Vanessa knows how important it is to have courageous conversations in order to achieve financial freedom.

From her 22-year history of owning a financial services education-focused media business, Evolution Media Group, Vanessa has a deep understanding of the finance world and has the unique ability to communicate this in a way that everyday people can understand.

A passionate financial educator, Vanessa has published two books and regularly appears in the media outlets such as News.com.au, Sydney Morning Herald, BC and The Today Show. 

You can find her website here

About Jenny Josling

Jenny Josling is the managing director of Orbis Investments' distribution business in Australia. Orbis is a global firm with offices in eight countries around the world, around four hundred employees and almost $40 billion in assets under management.

You can find her on LinkedIn

Links

• The Lessons of Desire
• The Breakfast club book
• The Five Conversations You Need to Have About Money book
• Connect with Vanessa on Linkedin

Please note that all content is general financial advice only. That means the advice does not take into account your objectives, financial situation

Hosted on Acast. See acast.com/privacy for more information.

You’ll be pleased to know that financial freedom has nothing to do with interest rates and investment properties. And everything to do with your behaviour.

In this third episode, financial educator and author Vanessa Stoykov details the way BELIEF contributes to how financially comfortable we are - both now and later in life. 

Vanessa is joined by Clime Investment Management Ltd’s CEO Annick Donat to dive deep into the lessons learned from fictional characters pulled from Vanessa’s finance novel ‘The Breakfast Club for 40-somethings.’ 

What you will learn in this episode:

• The rebuilding of a single mother’s life after a nasty divorce. 
• How her limiting beliefs were holding Jayne back from earning a higher salary, entering into a new romance and building a future for her twin girls she could be proud of. 
• How having uncomfortable conversations with family members can strengthen bonds and support.  
• The direction and insight a financial planner can offer. 

‘When your life partner becomes a liability, this can have a profound effect on your beliefs about finance and success.’ 

‘She’s creating more pain - not intentionally - by not backing herself.’  

‘We're living longer and there's not going to be a pension.’ 

About Vanessa Stoykov: 

Vanessa is an award-winning financial commentator, author and CEO. 

She is on a mission to help Australians get real about money. And with her vast experience in the wealth creation space, Vanessa knows how important it is to have courageous conversations in order to achieve financial freedom.

From her 22-year history of owning a financial services education-focused media business, Evolution Media Group, Vanessa has a deep understanding of the finance world and has the unique ability to communicate this in a way that everyday people can understand.

A passionate financial educator, Vanessa has published two books and regularly appears in the media outlets such as News.com.au, Sydney Morning Herald, BC and The Today Show. 

You can find her website here

About Annick Donat:  

Annick Donat is the CEO of Clime Investment Management Ltd. With over 30 years of experience in senior leadership roles, most recently as Chief Executive of Madison Financial Group (MFG), Annick grew the business in her three years of leadership to more than $3 billion in funds under advice before Clime acquired the group in June 2020.

You can find her on LinkedIn

Links

• The Lessons of Belief 
• The Breakfast Club book
• The Five Conversations You Need to Have About Money book
• Connect with Vanessa on LinkedIn

Please note that all content is general financial advice only. That means the advice does not take into account your objectives, financial situation 

Hosted on Acast. See acast.com/privacy for more information.