Your Best Interests - Episode Four screening tonight

21 July 2015 00:10

Having been married just nine months, Lisa’s husband Rowan suddenly died of a heart attack at the age of 33, turning her world upside down. Lisa realised that Rowan would have wanted her to pursue her dreams. With the help of a life coach and financial adviser, Lisa made the impossible possible, launching her online homeware store, “Follow”, as well as planning for an independent financial future.

Watch how Lisa overcame her grief to get her plans back on track.

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Take-up of AI tools is inevitably spilling into the advice space, but new research suggests this does not signal a decline in the role and the importance of advisers. The CoreData/Conexus Financial Best Possible Retirement study shows that people with an adviser use AI to do their own exploration, test their own ideas, and then seek validation from a human.

Simon Hoyle

July 16, 2026