Balancing Wealth and Purpose: A Fresh Take on Financial Advice | Oliver and Katherine from Six Degrees | S4 E4

In this episode of The AdviserTech Show, Tessa Lee, Managing Director of moneyinfo, engages in a fascinating conversation with Oliver and Katherine, co-founders of Six Degrees, about rethinking the wealth conversation. Discover how their unique blend of financial expertise and personal philosophy sets Six Degrees apart in the financial advisory landscape.

Oliver and Katherine discuss how wealth management isn't just about the numbers—it's about connecting wealth with purpose. They share how tapping into both the emotional (right-brain) and logical (left-brain) aspects of wealth unlocks a deeper, more meaningful client experience. With a focus on understanding clients' values, purpose, and family dynamics, Six Degrees takes a fresh approach to wealth management, aiming to foster stronger intergenerational connections.

Tessa delves into the Six Degrees philosophy, exploring how this innovative firm handles wealth transfer, family ecosystems, and the importance of values-driven financial planning. The conversation highlights how technology plays a crucial role in creating clarity for clients, enabling them to view their entire financial lives in one place while ensuring a frictionless experience.

Tune in for a deep dive into the future of wealth management and how firms like Six Degrees are pioneering a new, more human approach to financial advice. Stay tuned for more insightful conversations at the intersection of finance, technology, and purpose!

Six Degrees is a forward-thinking wealth management firm founded by Oliver and Katherine. Built on the belief that wealth is deeply personal and tied to values, purpose, and relationships, Six Degrees takes a holistic approach to financial advice. With a commitment to transparency, technology, and fostering meaningful connections, Six Degrees is redefining the wealth conversation for today’s high-net-worth individuals and families.