The Jenesis Gems Podcast

We're back with Jenesis Gems, and Jenny is joined by Melody Edwards, Senior Financial Adviser at Evalesco Financial Services, NSW State Chair of Inspire, and someone I've had the pleasure of knowing since our early days in the Inspire community, so this conversation felt like a bit of a reunion. It was such a joy to reflect on Melody's journey and see just how far she has come, both in her advice...

In this episode of Jenesis Gems, Jenny is joined by Adam McCann, Managing Director of Bartons, for a thoughtful, wide-ranging and genuinely engaging conversation about leadership, growth, and the journey behind both. Through the lens of Then. Now. Next., Adam reflects on his early days in financial advice, the lessons that shaped his approach to leadership, and what it was like building the financ...

This one feels a little bit special… and a full-circle moment. In this episode of Jenesis Gems, Jenny is joined once again by Jenny Brown, CEO of JBS Financial Strategists, who was the very first guest on the podcast when it launched over four years ago! Now she's back in the guest seat for a lively, engaging (and yes, fun!) conversation as we explore her journey through the lens of Then. Now. Nex...

In Episode 33 of Jenesis Gems, Jenny Pearse is joined by Sam Perera, Co-Founder of Perera Crowther Financial Services, for a thoughtful and forward-looking conversation about leadership, advocacy, and the evolution of financial advice. Through the lens of Then. Now. Next., Sam reflects on what first drew him into the profession, how Perera Crowther was built, and the early lessons that shaped his...

In this special episode of Jenesis Gems , we're flipping the mic, and it's a family affair! 🎙️ Hayley Pearse steps into the host seat to interview her mum, Jenny Pearse, as they kick off a brand-new series inspired by 20 years of Jenesis . Together, they pull back the curtain on the journey behind the business, how Jenesis began, the realities of marketing in the early days of financial advice, an...

In this upbeat episode of the Jenesis Gems Podcast, Jenny Pearse is joined by Clinton Weekes, CEO of Contract Paraplanning Services (CPS), for a dynamic and insightful chat about what it really takes to build a thriving service business that supports financial advisers across Australia. 💼✨ Clinton shares his journey to business ownership and how his experience across multiple facets of the indus...

In this episode of Jenesis Gems, Jenny is joined by the incredible Nattalia Smith, Financial Adviser and Founder of TruWealth Advice, for a heartfelt conversation about her journey, her passion for helping women with financial advice, and how she's built a business that genuinely makes an impact. We dive into how TruWealth has evolved to focus on supporting women with financial advice, the core va...

In a special twist for Episode 29 of the Jenesis Gems Podcast, we're flipping the script! 🎙️ This time, Jenny Pearse steps out of the host chair and into the guest seat, with none other than her daughter, Hayley Pearse—Financial Adviser at Caboodle Financial Services—taking on the role of host. With a unique perspective as a financial adviser and someone who has witnessed Jenny's journey with Jene...

In Episode 28 of the Jenesis Gems Podcast, Jenny welcomes Craig Banning from Navwealth Financial Group for an insightful discussion on "Innovating Financial Advisory: People, Technology, and AI in Today's Landscape." Craig dives into the Navwealth approach, sharing how their integrated model of financial advice is rooted in core values, team culture, and a client-centred message. Jenny and Craig a...

Join Jenny on Episode 27 of the Jenesis Gems Podcast as she welcomes Dave Power from Power Creative. 🎥 Established in 2001, Power Creative produces impactful video content for brands and businesses worldwide. Dave's passion for creating videos that deliver powerful messages and strong connections remains as strong today as it was when he started. In this episode, Jenny and Dave dive into 'The Pow...

Join Jenny on the latest episode of the Jenesis Gems podcast as she welcomes Kris Meuwissen from Wealtheon Financial Services. Kris takes us on his journey in financial advice, from an early entry point to a sea change and eventually a tree change. In this episode, Jenny and Kris delve into the intricacies of creating a regionally based financial advice business designed around lifestyle yet servi...

Explore building futures the pathway to financial advising in Episode 25 of the Jenesis Gems Podcast. Join host Jenny Pearse as she engages in a compelling discussion with two guests from JBS Financial, CEO Jenny Brown and Provisional Financial Adviser Kaitlin Mifsud. Kaitlin shares her journey to advice as a career option, along with the steps she took and understanding expectations. Together, th...

In Episode 24 of the Jenesis Gems Podcast, Jenny is joined by Corey Wastle, CEO of Verse Wealth, a multi-award-winning financial advisory business in Australia. Together, they dive into the topic of "Unveiling the Power Trio: Team Culture, Client Experience, and Marketing Strategies." Corey shares insights into how he has invested in these key areas to foster success within his business. Corey pro...

Join Jenny on the Jenesis Gem Podcast as she welcomes Michelle Hoskins from Standards International in London to discuss a vital yet often overlooked topic: financial abuse. Michelle sheds light on the role financial advisers can play when encountering clients experiencing financial abuse and economic harm, emphasising its global prevalence across all demographics. Trigger warning: This episode ad...

Join host Jenny Pearse in a heartwarming episode of Jenesis Gems as she sits down with the dynamic family trio - Terry, Ben, and Mia Johnson from Keyman Financial Services. Discover the incredible journey of this family-owned and operated financial advisory firm specialising in risk insurance. Founded in 2009 by Terry Johnson, Keyman Financial Services has become a trusted name, serving nearly 800...

In this captivating episode of Jenesis Gems, your host, Jenny Pearse, welcomes a true visionary, Andrew Griffiths - The Entrepreneurial Futurist, accomplished author, and an all-around great guy. Together, they embark on a profound exploration of Andrew's latest book, "Someone Has to Be the Most Expensive, Why Not Make It You." Andrew's journey as an entrepreneur and business owner began at an ast...

In this inspiring episode of Jenesis Gems, join host Jenny Pearse as she welcomes a very special guest, Dawn Thomas. Dawn, a self-proclaimed "forever financial adviser" who has now found her "forever home," brings her wealth of experience and creative wisdom to the forefront, revealing the secrets behind her unique personal brand and her journey to authenticity. Dawn's philosophy is simple but pro...

Phil Thompson from Skye Wealth joins Jenny to chat about his decision to move from holistic financial advice and become a dedicated risk advice business. Having spent past 10 years in financial advice, Phil has shifted over the last couple of years to an insurance only advice business. Phil shares his motivation to de-risk his business for a sustainable future and his experience in building and gr...

Financial advice is a vehicle that can change people's lives, but it is the trusted relationship with a financial adviser that is the key to helping people. Of course, not everyone understands or has access to financial advice, least of all people that are going through a difficult health situation. Nicola Beswick, Financial Adviser and Chair of the Pro-bono Advice Network (PFAN), joins Jenny to s...

Co-founder and Director of Aged Care Steps, Louise Biti, joins Jenny Pearse to dive into an area of financial advice growing in demand. Louise is a thought leader and one of the pre-eminent experts in aged care, with over 25 years of experience in aged care advice. Together, Louise and Jenny discuss how the demand for aged care advice has changed and the essential steps for financial advisers want...

Michelle Bowes is a business and finance journalist and corporate content writer with over 20 years of experience in Australia and the UK. She has expert knowledge in insurance, superannuation, retirement, and personal finance. With two people who have a love of words in this episode, Michelle and Jenny discuss the importance of words in your marketing. Whilst writing on financial services topics...

Sonja van Niekerk is the Executive Creative Director and founder of Click Click Design. She has been in the Advertising business for over 20 years, working on local small businesses through iconic and global brands across all aspects of creativity and innovation worldwide. In this Jenesis Gems episode, Sonja shares with Jenny her unique and fresh perspective on the role of graphic design in market...

Anne Graham is an experienced and award-winning professional Financial Planner with over 30 years of experience in Finance and Advice. She is also the CEO and a Director of Story Wealth Management, specialising in all aspects of planning for retirement and advising clients on how to write the next chapter in their story confidently. Anne joins Jenny Pearse in episode 14 to share the story behind S...

Tim Henry is a financial adviser and owner of Aspire Planning - located in Cheltenham VIC. Aspire Planning has tried to "change-up" the way that financial advice is delivered. This starts with a strong focus on helping their clients develop a Life Vision that is then supported by a Financial Plan. In this episode, Tim shares his story of arriving at Aspire Planning, why he dropped the word "financ...

In this episode, Amanda Cassar from Wealth Planning Partners chats with Jenny Pearse about the transitions that she has experienced as a financial adviser and business owner. From being someone's succession plan to what it means to create your own succession plan. Amanda shares her story about building her core brands to represent the style of business she has today and the importance of creating...