In this episode of Advisor 3.0, Kate sits down with Shadi Kirk, co-founder of Transform Financial Planning. Shadi shares her journey from studying chemistry and working at the Financial Times to building a financial planning business with her husband Angus.
We talk about the rebrand from Bridge Investments, the importance of putting client relationships at the heart of advice, and how aesthetics, processes, and even colour choices can shape trust. Shadi also opens up about the challenges of losing a key team member, working with mentors to rebuild, and how financial planning is evolving with coaching and technology.
This is an inspiring conversation about resilience, transformation, and the real meaning of financial planning.
Adviser 3.0: The Podcast