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