Zomi Wealthcast

About Zomi Wealthcast

Welcome to Zomi Wealthcast, your go-to podcast series for in-depth conversations with seasoned finance professionals. In each episode, we explore emerging trends, innovative technology, and career-building insights within the financial services industry - perfect for aspiring advisers, industry veterans, and anyone curious about the fast-evolving world of finance. Tune in to discover practical tips, expert opinions, and real-world stories that can guide you towards smarter financial choices and greater career success.

Publisher

Zomi Wealth

Category

business

Language

en

Explicit

No

First episode

17 Feb 2025

Latest episode

22 Dec 2025

Latest episodes

9 episodes in the feed.

1. 

   22 Dec 2025

   Zomi WealthCast Episode 9: Why Money Should Work for You, Not Control You with Peter Matthew

   Peter Matthew, Founder of Meaningful Money, discusses with host Jordan how money should serve life goals rather than control them, emphasizing healthy financial habits and long-term thinking in this interview.

2. 

   17 Nov 2025

   Zomi WealthCast Episode 8: Why Were We Never Taught Money with Anna Brading

   Host Jordan interviews Anna Brading, financial educator, about the lack of financial literacy education and how adults can gain confidence by understanding money management, habits, and childhood experiences.

3. 

   20 Oct 2025

   Zomi WealthCast Episode 7: The Money Mindset of Modern Athletes with Emmelia Powell

   Emmelia Powell, Independent Financial Adviser, discusses with host Jordan the financial and emotional challenges faced by athletes after their careers, emphasizing empathy and planning to navigate change with confidence in this interview.

4. 

   19 Sept 2025

   How to Support Women With Wealth | Sarah Roughsedge on Closing the Gender Gap in the UK

   Sarah Roughsedge discusses how mindset and behavior influence financial decisions for women in the UK, emphasizing tailored planning and addressing the advice and gender wealth gaps in this interview.

5. 

   20 Aug 2025

   Zomi Wealthcast Episode 5: How To Motivate People About Money with Thomas Francis

   Host Zomi Wealth interviews Thomas Francis, Head of Personal Finance at Octopus Money, about bridging the UK's financial advice gap with innovative hybrid models.

6. 

   17 Jul 2025

   Zomi Wealthcast Ep. 4: Reinventing Financial Advice | Adam Carolan on Building Plannex (formerly NextGen Planners)

   Adam Carolan discusses with Jordan Venter how he built Plannex, formerly NextGen Planners, and how technology reshapes financial advice in this interview.

7. 

   18 Apr 2025

   Zomi Wealthcast Episode 3: How Pieter Fourie Built a Top Global Fund | Sanlam Investments UK

   Welcome to Episode 3 of Zomi Wealthcast, hosted by Jordan Venter. In this episode, we’re joined by Pieter Fourie, Head of Global Equities at Sanlam Investments UK and a 6-time Alpha-rated fund manager with a remarkable track record of consistent outperformance. Pieter shares his journey from his academic upbringing in South Africa to managing a £1.5 billion global fund in London. He opens up about what it takes to lead a high-performing investment team, stay disciplined through volatile markets, and build long-term value by focusing on quality businesses. With humility and sharp insight, he breaks down his investment philosophy, his views on leadership, and why doing the right thing for clients always comes first. In this episode you’ll learn about: • What it takes to build and lead a top-performing global equity fund • Pieter’s investment philosophy of “quality at the right price” • Why long-term thinking and valuation discipline still win in today’s market • How he manages risk, team culture, and investor trust • The difference between active and passive investing, and why it matters • The importance of mentorship, mindset, and staying grounded • Real insight into market cycles, macro noise, and making conviction calls Whether you're an investor, analyst, aspiring fund manager, or simply curious about how top performers think and operate, this episode is packed with clarity, practical wisdom, and behind-the-scenes perspective from one of the industry's most consistent leaders. Be sure to Like, Subscribe, and Share to stay updated on the latest episodes of Zomi Wealthcast. Join us as we bring you more expert interviews, career tips, and industry trends, helping you thrive in the fast-evolving financial services sector. 📩 Sign up for our mailing list to be the first to hear about upcoming events, expert insights, and more: http://eepurl.com/i3a6wA (http://eepurl.com/i3a6wA) Stay connected with Zomi Wealth: Website: https://zomiwealth.com/ (https://zomiwealth.com/) YouTube channel: https://www.youtube.com/@ZomiWealth/ (https://www.youtube.com/@ZomiWealth) Instagram: https://www.instagram.com/zomiwealth/ (https://www.instagram.com/zomiwealth/) Facebook: https://www.facebook.com/zomiwealth/ (https://www.facebook.com/zomiwealth/) Twitter/X: https://x.com/ZomiWealth/ (https://x.com/ZomiWealth) LinkedIn: https://www.linkedin.com/company/zomi-wealth/ (https://www.linkedin.com/company/zomi-wealth/) Disclaimer: The views shared in this podcast are for general information only and do not constitute personal financial advice. All investments carry risk and may not be suitable for all individuals. Past performance is not indicative of future results. If you are unsure about the suitability of an investment, product, or service, please seek independent professional advice from a qualified financial adviser. The opinions expressed in this podcast are those of the participants and do not represent official guidance or regulation.

8. 

   28 Mar 2025

   Zomi Wealthcast Episode 2: Breaking the Stigma Around Women in Finance

   Welcome to Episode 2 of Zomi Wealthcast, hosted by Jordan Venter. In this eye-opening conversation, we are joined by Maria Langford, a Trainee Financial Planner who is passionate about inspiring the next generation, especially young women, to see financial planning for what it truly is. A purpose driven profession with the power to change lives. Maria shares her honest journey into the industry, from doubting whether she belonged to finding her voice and mission in a space that is still vastly underrepresented by women. Along the way she breaks down common misconceptions, offers practical advice on studying for your diploma, and talks openly about failure, mindset, and overcoming imposter syndrome. In this episode you will learn about: • Why financial planning is not just about numbers, it is about people • The challenges women face in entering a historically male dominated field • Real talk on failing exams, staying motivated, and building confidence • How empathy, listening, and communication are superpowers in this profession • The growing demand for diverse voices in financial advice • Why now is the perfect time for young professionals to enter the industry • The urgent need for outreach, mentorship, and representation Whether you are a student, career changer, or already in the field, this episode is packed with truth, encouragement, and actionable insight. Be sure to Like, Subscribe, and Share to stay updated on the latest episodes of Zomi Wealthcast. Join us as we bring you more expert interviews, career tips, and industry trends, helping you thrive in the fast-evolving financial services sector. 📩 Sign up for our mailing list to be the first to hear about upcoming events, expert insights, and more: http://eepurl.com/i3a6wA (http://eepurl.com/i3a6wA) Stay connected with Zomi Wealth: Website: https://zomiwealth.com/ (https://zomiwealth.com/) YouTube channel: https://www.youtube.com/@ZomiWealth (https://www.youtube.com/@ZomiWealth) Instagram: https://www.instagram.com/zomiwealth (https://www.instagram.com/zomiwealth) Facebook: https://www.facebook.com/zomiwealth (https://www.facebook.com/zomiwealth) Twitter/X: https://twitter.com/zomiwealth (https://twitter.com/zomiwealth) LinkedIn: https://www.linkedin.com/company/zomi-wealth (https://www.linkedin.com/company/zomi-wealth) Disclaimer: The views shared in this podcast are for general information only and do not constitute personal financial advice. All investments carry risk and may not be suitable for all individuals. Past performance is not indicative of future results. If you are unsure about the suitability of an investment, product, or service, please seek independent professional advice from a qualified financial adviser. The opinions expressed in this podcast are those of the participants and do not represent official guidance or regulation.

9. 

   17 Feb 2025

   Zomi Wealthcast Episode 1: Breaking into Financial Services Career

   Welcome to the first episode of Zomi Wealthcast, hosted by Jordan Venter—an individual who is eager and inquisitive to learn all that there is in the financial services. In this kickoff interview, we’re joined by Charles Walker, Founder and CEO of Focus Selection, a top-tier financial services recruitment firm established in 2003. Drawing on 20+ years of industry expertise, Charles offers invaluable insights into building a successful career in wealth management, navigating regulatory changes, and mastering recruitment best practices. In this episode, you’ll learn about: Charles’s journey from the Air Force to launching his own recruitment company How RDR and Consumer Duty transformed the financial advice landscape Strategies for hiring and retaining top talent in today’s competitive market The growing influence of AI and technology on financial services The future of financial advisory careers—insights on M&A and generational wealth transfer Key attributes firms look for in aspiring financial advisers and support staff Whether you’re an aspiring financial adviser, a seasoned professional, or simply intrigued by the world of wealth management, this conversation is packed with actionable advice and forward-looking perspectives. Be sure to Like, Subscribe, and Share to stay updated on the latest episodes of Zomi Wealthcast. Join us as we bring you more expert interviews, career tips, and industry trends—helping you thrive in the fast-evolving financial services sector. 📩 Sign up for our mailing list to be the first to hear about upcoming events, expert insights, and more: http://eepurl.com/i3a6wA (http://eepurl.com/i3a6wA) Stay connected with Zomi Wealth: Website: https://zomiwealth.com/ (https://zomiwealth.com/) YouTube channel: https://www.youtube.com/@ZomiWealth (https://www.youtube.com/@ZomiWealth) Instagram: https://www.instagram.com/zomiwealth (https://www.instagram.com/zomiwealth) Facebook: https://www.facebook.com/zomiwealth/ (https://www.facebook.com/zomiwealth/) Twitter/X: https://twitter.com/zomiwealth (https://twitter.com/zomiwealth) LinkedIn: https://www.linkedin.com/company/zomi-wealth (https://www.linkedin.com/company/zomi-wealth) Disclaimer: The views shared in this podcast are for general information only and do not constitute personal financial advice. All investments carry risk and may not be suitable for all individuals. Past performance is not indicative of future results. If you are unsure about the suitability of an investment, product, or service, please seek independent professional advice from a qualified financial adviser. The opinions expressed in this podcast are those of the participants and do not represent official guidance or regulation.

Who has been a guest on Zomi Wealthcast

Names identified in recent episode analyses. Showing up to five guests.

• Peter Matthew
• Anna Brading
• Emmelia Powell
• Sarah Roughsedge
• Thomas Francis

Contact Zomi Wealthcast

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.