Link Wealth develops school program to address | Australian Markets

In an effort to address the financial advice sector’s expertise scarcity and the growing financial literacy hole, financial advice apply, Link Wealth, has developed a new workshop program focused in the direction of yr 10 to 12 college students.

The firm mentioned the ‘Beyond Schools’ program was a reflection of their objective to “inspire the next generation of advisers and improve financial outcomes for young Australians”.

Set-up like a workshop and already having labored with over 300 years, the initiative seeks to arm college students with the financial expertise which might be “critical” to maturity, together with budgeting, superannuation, debt, investment and financial savings.

“The adviser shortage is real, and it’s not going to fix itself,” Josh Lee, Director of Link Wealth and chief of the program, mentioned.

“We need to be proactive in exhibiting younger people that being a financial adviser isn’t just a job – it’s a occupation the place you may have a actual affect on people’s lives.

“For many students, this is the first time they’ve had someone explain how money actually works. I want them to leave the room not only feeling more confident about managing their own finances but also realising that financial advice is a career where you can make a real difference.”

The program additionally took inspiration from Lee’s own experiences with personal finance and understanding the worth of financial advice.

“Students need to see that it’s okay to not have it all figured out yet. My story shows that you don’t have to follow a straight path to find a meaningful and rewarding career,” he mentioned.

“Financial advice isn’t just about spreadsheets; it’s about helping people live better lives.”

Link Wealth mentioned it intends to grow the program with more faculties round Australia over the following yr and past.