In this episode of Work It Like a Mum, we chat with Olivia Shipstone, a Chartered Financial Planner and founder of OCS Financial Planning. Olivia shares her expert insights on financial planning, saving, investing, and how mums (and everyone!) can take control of their money to achieve financial freedom.
What We Cover:
- Olivia’s journey from big banks to running her own financial planning business
- Common financial mistakes and why starting early matters
- How to set meaningful financial and life goals
- Saving vs. investing: what you need to know
- Tax-free childcare, funded hours, and child benefit tips
- Supporting your child through education, from nursery to university
- How financial planning is for everyone, not just the “rich”
Key Takeaways:
- Start early: Even small steps matter – know where you are now.
- Set goals with purpose: Focus on lifestyle outcomes, not just numbers.
- Automate savings: Make it out of sight, out of mind.
- Plan around life stages: Childcare, career changes, and family needs shift over time.
- Financial advice is for everyone: Tailored planning helps anyone achieve their version of financial security.
Why Listen:
Whether juggling kids, a career, or both, this episode gives practical strategies for building wealth, reducing financial stress, and making your money work for your life, no matter your starting point.
Show Links:
Connect With Our Host, Elizabeth Willetts Here