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S02E34 | From infantry to accounting: what you need from a relationship with your financial advisor
Manage episode 511194532 series 3427900
المحتوى المقدم من Peter Liston, Co-Founder - Trust The Process, Peter Liston, and Co-Founder - VBC. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Peter Liston, Co-Founder - Trust The Process, Peter Liston, and Co-Founder - VBC أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
🎙 New Episode Drop! S02E34 | From infantry to accounting: what you need from a relationship with your financial advisor
What happens when an Infantry soldier trades the battlefield for the balance sheet?
In this episode, Jesse Gray shares his journey from serving with 8/9 RAR in Timor and Afghanistan to building his own accounting firm. After being medically discharged, Jesse turned to study and eventually launched his own practice, where he’s built a reputation for detail, trust, and going beyond the “copy-and-paste” approach too common in accounting.
We dive into:
- Jesse’s path from Army life to entrepreneurship
- How veterans’ tax and pension issues have evolved over the last decade
- Why thoroughness can save clients thousands (and why shortcuts cost them)
- What makes a financial advisor truly worth having in your corner
Whether you’re a veteran, a business owner, or just someone who wants a better relationship with your financial advisor, Jesse’s story will shift the way you think about money and trust.
👉 Learn more about Jesse: https://www.bbstax.com.au/
🌐 Join the VBC Community: veteranbc.com/join-our-community
#VBC #MilitaryMindset4Business #MM4B #VeteranBusinessCommunity #VeteranOwnedBusiness #VeteranEntrepreneur #FromInfantryToAccounting #FinancialAdvice #VeteranBusiness #TaxMatters #AccountingDoneRight #MilitaryToBusiness #VeteranStories
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