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Home > NZ Guide to Financial Freedom > Warwick Walker: Police, Intergenerational Wealth, Investing & Business
Podcast: NZ Guide to Financial Freedom
Episode:

Warwick Walker: Police, Intergenerational Wealth, Investing & Business
Category: Business
Duration: 00:45:01
Publish Date: 2024-04-18 18:30:00
Description:

Guest Warwick Walker:  https://foxplan.nz/advisers

Takeaways


  • Being a police officer is both rewarding and stressful, and it teaches valuable life lessons such as the importance of teamwork and the ability to influence and listen to people.
  • Many people go into policing because they want to make a difference in their community and help others in times of crisis.
  • Transitioning from a career in policing to financial planning requires following a system and process, investing in education, and building relationships with clients and other professionals.
  • Referrals are a key aspect of growing a financial planning business, and trust, credibility, and reliability are essential in building client relationships.
  • Business owners who have accumulated wealth need to navigate the challenges of transitioning out of their businesses and preserving and enhancing their wealth, which requires working with a team of professionals and developing a mindset of saving and investing.


Chapters

00:00 Introduction and First Jobs

03:10 Life as a Policeman

09:46 Challenges and Changes in Policing

14:08 Transition to Financial Planning

16:09 Following a System and Process

27:31 The Importance of Professional Partnerships

33:28 Helping Business Owners Transition

41:21 Balancing Wealth and Family

44:59 The Importance of Saving and Investing
Total Play: 0