FinTech, Retirement planning, Investments Melissa Canham FinTech, Retirement planning, Investments Melissa Canham

Destination: Growth

Join Abraham in this episode as he chats with Julian, the Founder & Director of Wealth Matters, as they delve into Julian's inspiring journey as a Financial Adviser. From his humble beginnings to the establishment of Wealth Matters in 2001, Julian takes us through his experience in building a successful business, the role of his staff, and the Graduate Programme that played a significant role in his success. Tune in as they also explore the importance of women in Financial Services and the future of Wealth Matters. Whether you're a Financial Adviser or simply interested in business success stories, this is one episode you won't want to miss!

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FinTech, Retirement planning, Investments Melissa Canham FinTech, Retirement planning, Investments Melissa Canham

Problem Solver

Join Abraham as he interviews Matthew Marais, Director & Founding Partner at Vertus Capital, to learn about his fascinating journey to success. In this episode, Matthew shares his experiences of moving his family from South Africa to the UK with no possessions and how that journey led him to where he is today. They also discuss the funding journey and offer insights into the process of selling a business through a case study scenario. Don't miss this episode filled with valuable insights!

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FinTech, Retirement planning, Investments Melissa Canham FinTech, Retirement planning, Investments Melissa Canham

Experts in Our Mighty Profession

In episode 51, Abraham sits down with Dom and Jonathan from Expert Wealth Management to talk about their journey. Dom and Jonathan share how they met and started their company, and how they navigated the challenges of running a business and recruiting talent. They discuss the importance of bringing the next generation through, their plans for succession and more!

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