About Makala Green:
Makala Green is a successful financial expert, money motivational speaker, and wealth coach and is prestigiously recognised as the first black female Chartered Financial Planner in the UK. She has over 17 years’ extensive experience in Wealth Management and Financial Services and is the Founder and Managing Director of Green Wealth Planning Ltd, which was established in 2015 to help Private Individuals, Business Owners and Entertainment Professionals achieve future financial security.
Key discussion points from this episode include:
· Makala’s motivation for pursuing a career in financial services - 02:44
· The role of a financial planner is in an individual’s wealth journey - 07:37
· How Makala supports her clients - 12:02
· Becoming the first black female Chartered Financial Planner in the UK - 12:56
· Makala’s advice to the young black woman who is considering a career in the financial planning profession - 17:33
· The advice Makala would give to her younger self - 21:17
· Makala’s definition of The Wealth Cornerstones - 22:51
Contact and work with Makala Green:
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