Money Moments: Chelsea Traver, Founder & Investment Adviser at Evergreen Advice

from It's No Secret · host Catherine Emerson & Christine Jensen

Today on the podcast we are joined by Chelsea Traver, Founder & Investment Adviser at Evergreen Advice. Chelsea brings over a decade of experience in the financial space and has a strong background in investment analysis, specialising in Fixed Interest and Socially Responsible Investing. After years of working as an investment analyst, she shifted her focus to working directly with clients, helping them reach their financial goals. She's particularly passionate about helping women and new investors learn about investing. And is a big believer in the importance of putting financial concepts into plain language to give people peace of mind about how their money is being invested. Specifically, we chat about: What money lessons she learnt from her family growing up The key cultural differences with money specifically in the US vs NZ What it was like graduating with a degree in finance right after the Global Financial Crisis How Chelsea made the move from an investment analyst to an investment advisor Why she has chosen to specialise in ethical/sustainable investing and what factors she considers with investments Learn more about Chelsea and Evergreen Advice: evergreenadvice.co.nz If you enjoyed today's show, we'd LOVE for you to rate & review it on Apple Podcasts and share your favourite episode with a friend. SUBSCRIBE to It's No Secret, wherever you listen to podcasts and never miss an episode: Apple Podcasts - Spotify Follow us for fun chat & financial tidbits on IG: @itsnosecretnz Got questions? Get in touch: www.itsnosecret.co.nz Disclaimer: Investing involves risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time. The information provided should not be relied upon as investment advice or recommendations and should not be considered specific legal, investment or tax advice. Any information we provide is general only and current at the time of writing. Kernel Wealth Limited is the manager and issuer of the Kernel KiwiSaver Plan and Kernel Funds scheme. The Product Disclosure Statements are available at www.kernelwealth.co.nz

Episode metadata supplied by the publisher feed · Published Aug 22, 2023

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Money Moments: Chelsea Traver, Founder & Investment Adviser at Evergreen Advice

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