14/05/2026
Last week, I had the pleasure of presenting to the team at 5 ELK in the Philippines.
The session focused on a question that’s the driving force behind everything I do: what creates a meaningful life?
I shared the lessons I’ve learnt from thousands of conversations with financial advice clients, as well as the more than 80 interviews I’ve conducted as part of my podcast It's Never About Money.
The key takeaway is that while money matters, it’s never the full story.
I broke it down into the six key areas that come up again and again when people talk about living well – financial security, health, personal growth, family and relationships, career, and community – and outlined the ideas that have most resonated with me in each category.
The 5 ELK team may work behind the scenes, but they play an important role in helping financial advisers support people through some of life’s biggest decisions. The session was designed to add context to the work they do every day, and I hope it also offered a few ideas to implement in their own lives.
I loved the process of putting this presentation together, because it gave me a chance to reflect on what I’ve learnt so far – from clients, podcast guests and my personal journey.
Thanks to the team for having me.
