Beyond the Balance SheetBeyond the Balance Sheet

Career changers

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Sometimes, we need to take the risk and make a big change in life. In this second episode, we speak to three people who have done just that, moving from very different careers into financial advice. Have you ever considered jumping ship? Do transferable skills really work in different industries? We answer all of these questions and more, delving into what attracted our guests to financial planning and how they found it. Inspiring and uplifting, this episode shows that it’s never too late to change. 

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Beyond the Balance Sheet

Beyond the balance sheet lifts the lid on the world of financial advice, removing the typical stereo 
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