Episode description
Podcast guest Roma Samy Director of : https://www.romaandco.co.nz/
Chapters
00:00 Understanding Financial Literacy Gaps
04:09 Personal Journey and Financial Awareness
06:57 The Role of Financial Advisors
10:08 Navigating Property Investment
12:52 Challenges in Property Management
15:55 The Impact of Personal Circumstances on Financial Planning
18:43 Transitioning to Financial Advisory
21:50 The Importance of Genuine Client Relationships
22:59 Navigating Corporate Values and Personal Business Ethics
24:33 The Importance of Financial Planning
26:15 Realities of Financial Strain During Health Crises
28:28 Insurance and Medical Support: A Lifeline
30:58 The Struggles of Business Owners in Crisis
35:34 The Burden of Business Ownership and Personal Assets
40:27 Empowering Financial Literacy and Planning
46:16 Self-Insurance: Preparing for the Unexpected