Thursday 10th July 2025

Planner Unplugged – Marlene Outrim

This week on Planner Unplugged, we meet Marlene Outrim, the former probation officer turned financial planning pro.


Host Edmund Greaves chats with Marlene, founder of UNIQ Family Wealth, about her unconventional journey into financial planning and what keeps her passionate about the job decades later.

They dig into why understanding clients as people, not just portfolios, is key – and how the human side of money is often the most overlooked. Marlene also shares her thoughts on the growing role of tech and regulation in shaping the industry, and why lifelong learning is non-negotiable in a world where everything’s changing fast.

She’s also the author of Boomers: Redefining Retirement and Cascading Your Wealth, and brings a wealth (pun intended) of insight into how planners can better serve clients through life’s big transitions.

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