Planner Unplugged – Simon Harvey

Money moves across borders – but good advice doesn’t always. In the latest episode of Planner Unplugged Simon Harvey explains why that needs to change.

In this episode of Planner Unplugged, Mouthy Money’s Edmund Greaves speaks to Simon Harvey, Managing Director of bdhSterling – a financial planning firm that helps people manage their money between the UK and Australia.

Simon shares how he got into financial planning, what it’s like helping clients who move between countries and why your location can seriously affect your financial choices.

If you’ve ever wondered how expats handle pensions, tax, or investments, this one’s for you.

They also dig into how tech is changing the way we get financial advice, why so many people still struggle to access it, and what really matters when choosing a planner.

Simon offers useful tips for anyone thinking about a career in finance – and explains why helping people reach their goals is what makes the job worth it.