Listen now on Spotify
April 25, 2024

#11 - The Personal Finance Movement - Bridging the Finance Gender Gap with Lisa Meller

This week, I’m delighted to be joined by Lisa Meller, a former solicitor who made a career change to become a financial advisor, driven by her own challenges in finding somebody relatable, with only 1 in 6 financial advisors being female.


In this conversation, Lisa shares her approach to financial advice, which is centred around her passion for trying to bridge the financial gender gap. But Lisa's story doesn’t stop there. She's an entrepreneur and explains how she made the jump from solicitor to building her own financial advice business. She also gives us an insight into a wellness retreat she set up with friends that integrates financial education.


Throughout our discussion, Lisa offers invaluable advice, from financial planning strategies for high earners, to the considerations for women navigating career breaks to start a family, including a particularly interesting view on pension contributions during maternity leave.


So, whether you're seeking financial guidance, contemplating a career shift, or simply eager for inspiration, I think you’ll really enjoy this conversation with Lisa. And remember, if you know someone who could benefit from listening to this episode, please make sure you spread the show and play your part in improving financial education.


Website - https://www.personalfinancemovement.com/


Instagram - https://www.instagram.com/personal_finance_movement/


LinkedIn - https://www.linkedin.com/in/lisa-meller-dipfa-03563298/


Get In Touch:


https://www.instagram.com/ambitiousmindspodcast



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