Ep075 - Do You Need A Financial Wellbeing Check? with Daniel Testa

Daniel is someone who embraces life to the full. Having grown a strong reputation within the banking and finance industry for his holistic approach, his passion for relationships and making the world a better place for people is evident. Whether working for large corporations like Westpac or BT Finance, or more specialised firms like Tribeca Financial, Daniel’s focus has always been building the life every client wants and helping create the roadmap to make it happen. This often requires open and honest conversations, something Daniel also welcomes outside of work with his active involvement in various mental health initiatives. Dan believes the best results in financial advice come through adopting an honest and upfront approach – working with honesty, empathy and respect. It’s seen him become a champion of financial wellbeing, working closely with individuals and organisations to create holistic roadmaps which create a strong sense of security and freedom. He is a natural leader, applying his strategic and human centred approach to inspire people to live their Good Life. ~ Welcome to the Pinnacle Performance Club, Daniel Testa! ~ Connect with Daniel Testa ~ About Pinnacle Performance Club (PPC) Pinnacle Performance Club is a collective of keynote speakers, health educators and industry leaders, who are passionate about wellbeing and performance (just like us) and know how to energise and inspire your team and workforce. Pinnacle Performance Club is designed specifically for highly-engaged workplaces and teams who are wanting to learn, grow, connect and ultimately achieve peak performance. ~ About Well Workplaces Well Workplaces is a movement by Pinnacle Health Group and our vision is for a world where workplaces lead and create healthier communities.  Well Workplaces podcast has been designed to create genuine wellbeing conversations in the workplace and share expert knowledge in practical ways. Is your workplace fit for the hybrid workplace? Take the Thriving Workplace test today. Connect with Well Workplaces on Linkedin or Join the community for exclusive events here.