Episode 6

Episode 6 ABCD...E for Education

Purpose of Wealth Podcast

About the episode

Have you ever thought about why you think about money the way you do?

In this episode of Purpose of Wealth, we explore how early money messages shape us, how understanding them is a vital step to clarity about what matters most, and how family members can be empowered by early financial education, as host Narelle Hooper speaks with Joline Godfrey, Financial Education Innovator and Wealth Consultant, and Lizzy Goldfinch, Partner in the Family Office Team at Mutual Trust.

Want to know more about the groundbreaking research Why the Modern Family Office Matters? Head to mutualtrust.com.au – or email us at purposeofwealth@mutualtrust.com.au

Featuring

Narelle Hoope - Host

During more than 25 years as a business and finance journalist and editor Narelle has worked for Australia’s leading media groups including the ABC, Fairfax Media and SBS TV. She’s a former Editor of the Australian Financial Review’s BOSS Magazine and was founding co-chair of the Financial Review’s Women of Influence Awards.

Narelle is also a member of the board of the The Ethics Centre. She has held a number of non executive director roles over the past decade, including with the Tasmanian Development Board, the Documentary Australia Foundation and with women's entrepreneurship accelerator SBE Australia, which runs the Springboard Enterprises program.

Joline Godfrey - Guest

JOLINE has been an innovator in financial education and well-being for families for over three decades. Since 1992, she has been a pioneer in the movement to increase financial intelligence among young people. Innovator of a unique developmental approach to financial education, Godfrey's introduction of the financial apprenticeship stage of life has given parents and community leaders revolutionary tools for becoming better money mentors for kids.

Growing up in a family business herself gave her an intimate understanding of the complexity of sustaining family and career across generations, and her training as a clinical social worker and work in one of Boston’s oldest settlement houses provided her insight into how powerful even a small amount of financial education could be.

Lizzy Goldfinch - Guest
Partner, Family Office

Lizzy is passionate about helping families to realise their full potential. She is recognised for her ability to work successfully across generations to address the opportunities and challenges of wealth.

Lizzy has been a valued member of the Mutual Trust team for over nine years and was previously part of the Wealth Management team at the Myer Family Company.