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Why this award-winning broker is focused on financial wellness

by reporter10 minute read
Why this award-winning broker is focused on financial wellness

Being financially secure plays a large part in our overall wellness, according to the recently crowned Wellness Advocate of the Year, Mikaela Patterson. Tune in to hear how she has been working to improve financial wellness across Australia.

In July of this year, Entourage Finance's Mikaela Patterson was named Wellness Advocate of the Year at the Australian Broking Awards 2020 for her work in delivering a financial wellness program to corporate Australia.

In this episode of Elite Broker, Mikaela joins host Annie Kane to outline what financial wellness actually is, why she is passionate about improving financial literacy in Australia, and why she believes the broker channel is well placed to take a leading role in improving financial literacy.

Tune in to find out: 

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  • Why she worked with a confidence coach before starting her public speaking
  • How her background in loan processing helped accelerate her broking career
  • What tools and processes she is using to manage broking while in lockdown.

And much more!

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Did you like this episode? Show your support by rating us or leaving a review on Apple Podcasts (Elite Broker) and by following The Adviser on social media: FacebookTwitter and LinkedIn. If you have any questions about what you heard today, any topics of interest you have in mind, or if you’d like to lend your voice to the show, email This email address is being protected from spambots. You need JavaScript enabled to view it. for more insight!

Articles of interest:

Revealed: Australia’s top brokers!
Financial stress affecting 2 in 5 employees
Utilising technology to build a relationship-based business

mikaela patterson

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