Financial Changemakers

Welcome to the Financial Changemakers podcast with Gretchen Betts – Managing Director at Magenta Financial Planning and Olivia Parnell – Trainee Financial Planner, Ascot Lloyd.

This podcast series is for you if you are interested in learning about diversity and inclusion and are keen to embrace and make positive change in your life, business, management style or company ethos.

In this sixth episode, hosts Gretchen and Olivia, discuss the topic of Disability in the Financial Services Profession with their guest Kathryn Knowles, CURA insurance.

Kathryn is passionate about speaking to people about gaining access to financial services for those who have issues with physical and mental health.

Her own experience meant that limited access to insurance policies were offered, and those limited options were at a premium. This was a surprise and led to Kathryn striving to improve options for everyone.

In this episode we talk about accessibility of financial services and how we can create an inclusive environment, offering our clients the highest duty of care.

Never assume that you are accessible to all. There will always be somebody new. Everyone is unique. You must be adaptable and open to change.

This podcast series is about creating a safe place for discussion and ultimately enabling you, our listener, to be a Changemaker.

Let’s listen. Let’s Discuss. Let’s Learn. Let’s Implement Positive Change.