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