Your Best Interests
A financial plan for eliminating debt, changing your life and building 'real' long term wealth

Lisa's Journey

Episodes

In these moments making the right choice can be the difference between living the dream and missed opportunity. Your Best Interests is dedicated to helping you make that right choice.

About the Show 

For many of us, managing our money is something that's in the, "too hard basket". You know you should do it. But you're not quite sure where to start. For some of us, it's difficult enough managing day-to-day without thinking about longer-term plans or retirement.

Your Best Interests is about financial advice and the difference it makes to the lives of everyday Australians. Sharing the real life stories of single Mum, Helen and her teenage daughter, Lauren and young widower, Lisa; Your Best Interests is a TV series that explores the real life challenges, concerns, hopes and dreams of these women as they come to terms with their circumstances and with the help of a professional financial adviser, make life changing plans for a future they couldn't have imagined.

 

Series Advisers

Michael Sloan

Co-Founder and Director of The Successful Investor

Michael Sloan is the Co-Founder and Director of The Successful Investor, a national property advisory firm.

Ascent Wealth Management, Steve Nielsen

Steve Nielsen

Financial Planner, Ascent Wealth Management

Steve has over twenty-five years experience in the financial services industry. Over the last twenty years in financial planning both as a financial planner himself, and also running the management and development of Financial Planners and other holders of letters of authority in geographic teams.

His academic qualifications include:-

  • Bachelor of Commerce (HRM and Management), Griffith University Completed 1998
  • Master of Business Administration (Org Change and HRM), University of Southern Queensland Completed 2000
  • Graduate Certificate of Operations Management, Mt Eliza University Completed 2002
  • Six Sigma Black Belt Certification, Six Sigma Academy, Scottsdale, Arizona, USA (Process Quality Management) Completed 2002
  • Advanced Diploma of Financial Services Completed 2004

Steve is a Fellow of the Financial Services Institute of Australia (FINSIA), and holds the Asia Pacific Financial Services mark- Fellow Chartered Financial Practitioner (FChFP)

Steve holds the Self Managed Superannuation Fund Association of Australia (formerly SPAA) designation of Specialist Adviser