Planner Pulse 016: Sarah Riegelhuth and Finn Kelly — Goals and values based financial planning

Sarah Riegelhuth and Finn Kelly are Gen Y planners who have built two successful financial planning businesses, WE Private and Wealth Enhancers, in just five years.

They started their business in 2009, just six weeks after having met. They now have teams in Melbourne, Sydney and the Philippines, and have also tied the knot.

Listen and learn

In this episode, we talk about:

  • How Sarah and Finn got to where they are today

  • The goals and values based approach to financial planning they use in their practice

  • The challenges of recruiting people who have similar values and who also follow the "get rich slow" way

  • The events Sarah and Finn run, including the Make Over Your Finances program, and the infamous WE Frat Party they hold in the lane way behind their Melbourne office

  • How Sarah came to write her book, Get Rich Slow, and how being recognised in the media led to a publisher approaching her

  • The Wealth Enhancers pricing structure – what it is, how it works, and why it’s designed the way it is

  • Sarah and Finn tell us about building a community of clients (which they call members), and how they've created an environment where clients actually want to meet and help each other

Start thinking about having deeper conversations with your clients.
— Sarah Riegelhuth