Ollie Saiman

Katherine Waller and Ollie Saiman, founders of Six Degrees, share their expert insights on purpose-driven wealth planning. They discuss their journey from private banking to establishing an independent advisory firm, emphasizing the importance of emotional connections in financial planning. The duo reveals how regulatory changes are shifting client needs, driving a move towards personalized services. Their conversation highlights the significance of branding in attracting clients and the future vision of maintaining cultural integrity while growing their firm.