Rebecca’s Journey into Financial Planning
In a recent episode of Adviser 3.0 The Podcast, Abraham Okusanya speaks with Rebecca Aldridge, founder of Balance: Wealth Planning. Rebecca shares the personal story that inspired her to build a firm dedicated to clarity, transparency and client-centred advice.
The Growth of Balance: Wealth Planning
Rebecca explains the key drivers behind the rapid growth of Balance: Wealth Planning. From building a strong culture to refining client engagement, she highlights the principles that have helped her firm scale while maintaining quality outcomes for clients.
The Significance of Fees in Advice
A recurring theme in the conversation is the importance of fees. Rebecca discusses why clarity and fairness in fees are essential to trust and long-term client relationships. For advisers, her perspective underscores the value of transparent communication when explaining costs. Find out more on Balance’s fees page.
Investment Process and Philosophy
Rebecca also shares insights into Balance’s investment process, which focuses on evidence-based decision-making and aligning portfolios with client objectives. Advisers will find practical lessons in how a disciplined, research-driven approach can underpin client confidence. Learn more about Balance’s investment portfolios.
Challenges in the Profession
Despite the progress within financial planning, Rebecca voices her frustrations with aspects of the profession, from regulatory complexity to inconsistencies in standards. These reflections provide advisers with a candid view of the challenges facing the industry today.
Rebecca’s Personal Approach to Retirement
Listeners will be especially interested in Rebecca’s personal approach to retirement. She outlines how she balances professional expertise with her own financial goals, offering valuable perspective for advisers guiding clients through similar decisions.
Why Advisers Should Listen
For financial advisers, this episode provides a blend of practical business insight, candid reflection and personal perspective. It highlights the importance of culture, transparency and evidence-based planning in delivering great client outcomes.
To hear the full discussion, tune in to Adviser 3.0 The Podcast or explore more retirement planning insights on Timeline.
