Most people think financial advice is only for the wealthy.

This conversation challenges that perception completely.

Nicola Beswick — Chair of the Pro Bono Financial Advice Network (PFAN) — shares how advisors across Australia are quietly helping people facing serious illness, disability, and financial hardship through free financial advice.

From navigating Centrelink and superannuation during life-changing diagnoses, to the emotional side of client relationships, this conversation reveals a side of financial advice rarely seen by the public.

A powerful discussion about empathy, purpose, and the human impact of great advice.

Reach out to Nicola:
Website - probonoadvice.com.au
Linkedin - linkedin.com/in/nicola-beswick-financialplanner

Key topics

Nicola Beswick's career transition from science and law to finance.
The mission and impact of PFAN in providing pro bono advice.
The process of connecting clients facing serious illnesses with advisors.
The importance of financial education and community support.
Challenges and opportunities for women in the financial industry.

Sound Bites

"It's people first. It's not just about outcomes or results."
"It's like Ted Lasso, PFAN feels grounded in kindness and integrity."
"A good group of human beings doing important work."

Chapters

00:00 Introduction to the Priority Lane Podcast
01:59 Nicola Beswick's Journey: From Science to Finance
05:54 The Impact of Personal Experience on Career Choices
11:47 Understanding PFAN: Connecting Advisors with Those in Need
17:59 The Process of Matching Clients with Advisors
24:07 Supporting Vulnerable Clients: The Role of Social Workers
30:11 How Advisors Can Get Involved with PFAN
32:49 Redefining Wealth and Financial Advice
36:15 Attracting Women to the Financial Industry
40:16 The Importance of Empathy in Financial Advice
43:29 Funding and Support for PFAN
46:55 PFAAN: A Show Like Ted Lasso

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Purpose built for the financial services industry.

Provisional Patent Application Number: 2025905501

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What do cancer care and financial advice have in common?

More than you’d think.

Kirra Sharrock joins The Priority Lane Podcast to discuss her unexpected path into advice, the importance of soft skills in client relationships, and why the future of the profession depends on trust, empathy, and accessibility.

From volunteering and advocacy to reshaping perceptions around financial advice, this episode is packed with honest insights about the profession behind the numbers.

Reach out to Kirra:
Website - bravium.com.au
Linkedin - linkedin.com/in/kirrasharrock

Key topics

Unconventional career transition from radiation therapy to finance.
Importance of soft skills and client trust in advice.
Industry shift from product focus to values-based advice.
Role of industry associations and advocacy for new professionals.
Impact of regulatory changes and levies on advice industry.
The significance of giving back through pro bono work.
Career development pathways in financial advice.
Future industry challenges and opportunities.

Sound Bites

"Empathy and soft skills are essential in advice"
"Advice is about trust, not just products"
"Giving back is part of who I am"

Chapters

00:00 Introduction to Kirra Sharrock and Her Journey
02:02 Transition from Radiation Therapy to Financial Advice
06:00 The Importance of Soft Skills in Financial Advice
11:58 The Shift from Product-Centric to Client-Centric Advice
15:00 Involvement in FAAA and Advocacy for the Profession
20:02 Educating the Public on Financial Advice Careers
21:59 Pro Bono Financial Advice Network Overview
23:46 The Value of Financial Advice
24:30 Getting Involved with Pro Bono Financial Advice Network
26:37 Lessons Learned from Pro Bono Work
30:46 Challenges in the Financial Advice Industry
36:49 Positive Aspects of the Financial Industry
39:41 The Importance of Giving Back
42:52 Balancing Professional and Personal Life
45:09 Inspiration Behind Giving Back

You’re listening to The Priority Lane, fueled by MyBrokers App.

Get ahead, move fast - go to MyBrokers.app and download right now!

Purpose built for the financial services industry.

Provisional Patent Application Number: 2025905501

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What if building wealth had nothing to do with how much you earn? Beyond money—and into mindset.

In this episode, Juanita Wrenn breaks down the real game. Shares how her early exposure to financial instability shaped a lifelong mission: to never let money dictate her life. From raising four children while running a financial firm, to building a business that blends human insight with AI, Juanita offers a grounded perspective on what wealth really means.

The conversation explores why most people fail to build wealth (despite knowing what to do), the underestimated power of starting early, and how financial advice is less about products—and entirely about people.

Reach out to Juanita:
Website - hudsonfinancialplanning.com.au
Linkedin - linkedin.com/in/juanita-wrenn-6a22511a9/

Key Topics

The importance of purpose in financial decisions
Balancing family life with a career in finance
The role of AI and technology in future advice
Strategies for wealth accumulation and early start
The human element in trust and client relationships

Sound Bites

"Money is about understanding yourself."
"Start early, compound interest is magic."
"People are more important than products."

Chapters

00:00 Introduction to Wynita Wrenn and Family Dynamics
03:00 Balancing Work and Family Life
05:53 The Journey into Financial Planning
08:54 Understanding Money and Behavioral Finance
12:04 The Importance of Knowing Your 'Why'
14:53 The Role of Personal Connection in Financial Advice
18:06 The Technical vs. Personal Approach in Finance
21:11 Empowering Clients Through Understanding
24:14 The Power of Early Investment
24:30 The Power of Compounding and Early Saving
30:13 Mindset Shift: From Spending to Investing
36:03 Teaching Financial Literacy to the Next Generation
39:43 Business Growth and Strategic Decisions
01:00:14 The Future of Financial Advice: Balancing Technology and Humanity

You’re listening to The Priority Lane, fueled by MyBrokers App.

Get ahead, move fast - go to MyBrokers.app and download right now!

Purpose built for the financial services industry.

Provisional Patent Application Number: 2025905501

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.