Episode 10: Rebecca Aldridge

Rebecca Aldridge, Founder & Managing Director at Balance: Wealth Planning

You can also listen to the episode on Apple Podcasts & Spotify.

In this episode:

Abraham and Rebecca have an interesting discussion about:

• Rebecca’s career at Balance: Wealth Planning, and insight into her personal journey that led to her starting the firm

• Where she is in terms of people clients, and financial metrics

• Since Balance started it’s grown incredibly fast, Rebecca explains the key drivers behind this

• The significance of fees, and why they shouldn’t be adjusted to the client’s budget

• What the investment process looks like today, including whether to outsource or build things internally, and what the pros and cons are to each approach

• Rebecca’s single biggest bug bear about the profession

• Rebecca’s personal approach to retirement

Guest profile

Rebecca has worked in award-winning financial planning companies at senior and board level for over 20 years and founded Balance in 2014 where she is the Managing Director.

Rebecca holds Chartered Financial Planner and Certified Financial Planner status. Only around 5% of all financial planners have this combination of qualifications. She has also taken care of business operations, regulatory compliance and process improvement, and has also worked as an independent consultant to other financial planning firms.