Health
Appreciate what matters most: Managing health and wellbeing
02 July 2019
Health
02 July 2019
Jayson Forrest is the managing editor of Money & Life Magazine.
With so many challenges and changes facing the profession, it’s a stressful time to be a planner. Nine planners provide their top three tips for managing their health and wellbeing.
Question: With so many challenges and changes facing the profession, it’s a stressful time to be a planner. What are your top three tips for managing your own health and wellbeing?
***
Chris Giaouris CFP®
Partner and Principal Adviser, Chronos Private
Licensee: Fitzpatricks Private Wealth
It’s a stressful time for many Australians, not just advisers, as the speed of general day-to-day life continues to ramp up year-on-year. I find healthy habits are the best way to manage my own health and wellbeing, such as:
***
Cody Harmon AFP®
Financial Adviser and Managing Partner, Hard Line Wealth
Licensee: Fitzpatricks Private Wealth
Without health, you cannot sustain relationships, build your business, or build your personal wealth. This is why our three core values as a company are – Health, Love and Wealth. To us as a business, it’s about living life in balance between these three areas.
For example, if you’re healthy and are overcompensating right now on the wealth of your business, then your home life or relationships may suffer. This in turn creates unhappiness and stress, which in turn reduces our health and therefore our productive capacity at work. My top three tips for managing health and wellbeing are:
***
Troy Theobald CFP®
Director – Financial Services, Robina Financial Solutions
Licensee: Australian Advice Network
I actually have four tips I’d like to share.
***
Amanda Cassar AFP®
Director, Wealth Planning Partners
Licensee: Financial Services Partners
I always make sure that my diary includes time for some exercise or time out. Each weekend I head to the local pool, as well as try for one morning a week. It’s great to look after your physical health, which in turn impacts your mental health.
I also love reading and pick up a book every night before turning out the lights. Most often, it’s fiction, but now and then I’ll include a book on business or personal development. Mostly I read just to escape and turn my brain off from thinking about work and home life.
My daughter has recently bought me the entire Game of Thrones series to watch, so I’m working my way through that. I love a glass of wine too, but try not to drink as a rule through the week. I also enjoy entertaining, so having a few friends over on the weekend and getting a bit creative with cooking is also fun for me.
I’ve been down the path of being a workaholic and am not interested in going back down that rabbit hole. There’s so much more to life. I don’t want my early grave to read what a dedicated person I was to the job. I also invest a lot of time on my own education and enjoy attending overseas conferences, which allows me time to mingle with like-minded advisers and learn from others, whilst indulging in one of my passions – travel.
Maintaining balance is really important. I know there are many who are struggling with industry changes, but it’s important to remember that our self-worth should never be tied to our net worth. Life goes on and it’s important to look after our physical health and wellbeing.
***
Matthew Torney CFP®
Partner, Muirfield Financial Services
Licensee: Muirfield Financial Services
Personally, I enrolled in a ‘Diploma of Positive Psychology and Wellbeing’ to gain the knowledge and skills necessary to increase individual, business and collective wellbeing. I now have practical tools to make a significant and positive difference in people’s lives, including my own. Where psychology has previously focused on what is wrong with people, this course provides a foundation to provide equal focus on what is right with people. The content includes nurturing strengths, promoting excellence, gratitude, emotional intelligence, achievement, relationships and meaning.
In communicating authentically with people, I have learned a great deal from others about strategies to improve wellbeing. Just as we advocate the benefits of quality financial advice, the same is true of health and wellbeing advice. Engaging a mentor or coach in this space to regularly communicate with has helped me reflect, plan and ultimately improve my overall wellbeing.
Most of my day is desk bound, so I enjoy opportunities to get outdoors. It can provide the chance to get curious. To catch sight of the beautiful, to remark on the unusual and simply be aware of the world around you. Being mindful and reflecting on these experiences can help you appreciate what matters most.
***
Corey Wastle CFP®
Founder and Financial Coach, Verse Wealth
Licensee: Synchron
For me, the last four years have included starting a business from nothing, consistently working 60 hours per week for three years, having our first child (second soon), living on one wage and a business partnership split. It’s been the most challenging period of my life and has challenged my wellbeing consistently.
I’ve always prioritised nutrition, have never been willing to trade on sleep, and for as long as I can remember, exercise has been part of my life. Even still, I’ve been run down, consistently ‘busy’, less present with others and as much as I don’t like to admit it, stressed at times.
In recent months, I have taken up transcendental meditation. My daily practice includes two 20-minute sessions to simply and effortlessly take the mind to a place of stillness.
The noticeably changes have included:
If you’re a tram driver, global leader or financial planner trying to keep all the balls in the air, I can’t recommend establishing a daily meditation routine highly enough. When you do, everything else gets easier.
***
Shayne Sommer CFP® LRS®
Private Client Adviser, Shadforth Financial Group
Licensee: IOOF
I’ve borrowed some components from a robust investment philosophy to create a framework to maintain my health and wellbeing during those busy periods.
Sometimes, the pendulum does swing and we spend more time on work than on other pursuits, but that’s nothing a quick rebalance of our priorities can’t fix.
***
Michael Carmody CFP®
Founder and Director, Viva Wealth
Licensee: Sentry Financial Services
There are different ways to explain the term ‘wellbeing’. What is commonly accepted, however, is that our wellbeing is influenced by all facets of our life. Knowing and understanding how content we are in each of these facets is integral to achieving ‘wellbeing’.
There is a well-known tool – The Wheel of Life. This is my pick to help bring clarity to our own wellbeing. This tool gives a bird’s-eye view of our life. It is a visual representation of all areas in our life at one time.
Each spoke in the Wheel of Life represents a facet of our life, e.g. fitness, finances, family, health, career. I regularly use the Wheel of Life for myself and it has become a common practice to offer my clients the opportunity to complete the tool, too.
I find clients who are stressed or lead very business lives, love the tool. It is not only simple, it is also effective in providing clarity as to what facets require attention for increasing their wellbeing.
My top three tips:
Tags in this article: Health
Appreciate what matters most: Managing health and wellbeing02 July 2019 With so many challenges and changes facing the profession, it’s a stressful time to be a planner. Nine planners provide their top three tips for managing their health and wellbeing. Question: With so many challenges and changes facing the profession, it’s a stressful time to be a planner. What are your top three tips for managing your own health and wellbeing? *** Chris Giaouris CFP® Partner and Principal Adviser, Chronos Private It’s a stressful time for many Australians, not just advisers, as the speed of general day-to-day life continues to ramp up year-on-year. I find healthy habits are the best way to manage my own health and wellbeing, such as:
*** Cody Harmon AFP® Financial Adviser and Managing Partner, Hard Line Wealth Licensee: Fitzpatricks Private Wealth Without health, you cannot sustain relationships, build your business, or build your personal wealth. This is why our three core values as a company are – Health, Love and Wealth. To us as a business, it’s about living life in balance between these three areas. For example, if you’re healthy and are overcompensating right now on the wealth of your business, then your home life or relationships may suffer. This in turn creates unhappiness and stress, which in turn reduces our health and therefore our productive capacity at work. My top three tips for managing health and wellbeing are:
*** Troy Theobald CFP® Director – Financial Services, Robina Financial Solutions Licensee: Australian Advice Network I actually have four tips I’d like to share.
*** Amanda Cassar AFP® Director, Wealth Planning Partners Licensee: Financial Services Partners I always make sure that my diary includes time for some exercise or time out. Each weekend I head to the local pool, as well as try for one morning a week. It’s great to look after your physical health, which in turn impacts your mental health. I also love reading and pick up a book every night before turning out the lights. Most often, it’s fiction, but now and then I’ll include a book on business or personal development. Mostly I read just to escape and turn my brain off from thinking about work and home life. My daughter has recently bought me the entire Game of Thrones series to watch, so I’m working my way through that. I love a glass of wine too, but try not to drink as a rule through the week. I also enjoy entertaining, so having a few friends over on the weekend and getting a bit creative with cooking is also fun for me. I’ve been down the path of being a workaholic and am not interested in going back down that rabbit hole. There’s so much more to life. I don’t want my early grave to read what a dedicated person I was to the job. I also invest a lot of time on my own education and enjoy attending overseas conferences, which allows me time to mingle with like-minded advisers and learn from others, whilst indulging in one of my passions – travel. Maintaining balance is really important. I know there are many who are struggling with industry changes, but it’s important to remember that our self-worth should never be tied to our net worth. Life goes on and it’s important to look after our physical health and wellbeing. *** Matthew Torney CFP® Partner, Muirfield Financial Services Licensee: Muirfield Financial Services
Personally, I enrolled in a ‘Diploma of Positive Psychology and Wellbeing’ to gain the knowledge and skills necessary to increase individual, business and collective wellbeing. I now have practical tools to make a significant and positive difference in people’s lives, including my own. Where psychology has previously focused on what is wrong with people, this course provides a foundation to provide equal focus on what is right with people. The content includes nurturing strengths, promoting excellence, gratitude, emotional intelligence, achievement, relationships and meaning.
In communicating authentically with people, I have learned a great deal from others about strategies to improve wellbeing. Just as we advocate the benefits of quality financial advice, the same is true of health and wellbeing advice. Engaging a mentor or coach in this space to regularly communicate with has helped me reflect, plan and ultimately improve my overall wellbeing.
Most of my day is desk bound, so I enjoy opportunities to get outdoors. It can provide the chance to get curious. To catch sight of the beautiful, to remark on the unusual and simply be aware of the world around you. Being mindful and reflecting on these experiences can help you appreciate what matters most. *** Corey Wastle CFP® Founder and Financial Coach, Verse Wealth Licensee: Synchron For me, the last four years have included starting a business from nothing, consistently working 60 hours per week for three years, having our first child (second soon), living on one wage and a business partnership split. It’s been the most challenging period of my life and has challenged my wellbeing consistently. I’ve always prioritised nutrition, have never been willing to trade on sleep, and for as long as I can remember, exercise has been part of my life. Even still, I’ve been run down, consistently ‘busy’, less present with others and as much as I don’t like to admit it, stressed at times. In recent months, I have taken up transcendental meditation. My daily practice includes two 20-minute sessions to simply and effortlessly take the mind to a place of stillness. The noticeably changes have included:
If you’re a tram driver, global leader or financial planner trying to keep all the balls in the air, I can’t recommend establishing a daily meditation routine highly enough. When you do, everything else gets easier. *** Shayne Sommer CFP® LRS® Private Client Adviser, Shadforth Financial Group Licensee: IOOF I’ve borrowed some components from a robust investment philosophy to create a framework to maintain my health and wellbeing during those busy periods.
Sometimes, the pendulum does swing and we spend more time on work than on other pursuits, but that’s nothing a quick rebalance of our priorities can’t fix. *** Michael Carmody CFP® Founder and Director, Viva Wealth Licensee: Sentry Financial Services There are different ways to explain the term ‘wellbeing’. What is commonly accepted, however, is that our wellbeing is influenced by all facets of our life. Knowing and understanding how content we are in each of these facets is integral to achieving ‘wellbeing’. There is a well-known tool – The Wheel of Life. This is my pick to help bring clarity to our own wellbeing. This tool gives a bird’s-eye view of our life. It is a visual representation of all areas in our life at one time. Each spoke in the Wheel of Life represents a facet of our life, e.g. fitness, finances, family, health, career. I regularly use the Wheel of Life for myself and it has become a common practice to offer my clients the opportunity to complete the tool, too. I find clients who are stressed or lead very business lives, love the tool. It is not only simple, it is also effective in providing clarity as to what facets require attention for increasing their wellbeing. My top three tips:
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