Financial Coach Rebecca Pritchard on her journey with WE

How did you join the WE team?

When Mr. Pritchard and I first became members and had our Goals & Values session, I articulated that I wanted to have a change in career (I was in corporate finance back then) in a few years time.

Part of that process was to identify what I was passionate about. Working with the coaches at WE helped me see that whilst I loved finance, I didn’t love working with businesses as much as I did interacting with people, and the idea was planted to become a personal adviser.

The Get Rich Slow process allowed me to have the $ to invest in retraining, and then the confidence to leave my job (and well-planned career pathway) and enter a whole new world.

 

What do you love most about working at WE? How did it change you?

I fundamentally believe that working at WE has made me a better person. I used to be so set in my ways, and surrounded by a very similar group of people. Working in the WE community has shown my a myriad of people with different personalities, backgrounds and perspectives. It’s been so healthy for me.

I also believe that it’s challenged so many of my beliefs around the universe, and helped me to be a much more fluid person. I’m happier now than I’ve ever been, and it’s because I know I’ve found a place where I get to do amazing work that changes other people’s lives, and changes my own life for the better.

 

Tell us a bit about your financial journey, both before joining WE and after. What has changed in the way you approach finances both in your life and in the advice you offer to your members?

Well I don’t think Mr. P and I have had an argument about money since we joined WE over six years ago! That’s good for the relationship 🙂

I think the big change though has been to think more about the fundamental areas of life that we value, and move intentionally towards that, and challenge every sentence that has the word “should” in it.

Following the Get Rich Slow process over the years has allowed me to accumulate a reasonable amount of wealth, whilst also spending a bucket load on the things that I really value. I’m richer than some, not as rich as others, but very satisfied in how my wealth is having a positive impact on my life.

It’s given me an enormous amount of confidence in coaching my members because I fundamentally believe in this process, to my bones, and am a living and breathing example of what happens when you compound good energy for a number of years.

 

What’s the greatest satisfaction you find in working with your members?

I love it when someone who has historically described themselves as “shit with money” grasped a reasonably advanced concept about finances.

You also can’t really beat the feeling when a member achieves a big goal, or is financially well prepared when life throws them an absolute curveball. Knowing that you played a part in that is so special.

 

Can you share some of your personal and professional goals?

I’m manifesting an environmentally-positive, beautifully designed and constructed (most likely by my talented members!) house in the country surrounded by trees and laughing children. That’s the big goal over the next couple of years.

Professionally, there’s still so much to be done by bringing financial confidence into the community, and giving millennials to tools to have meaningful conversations about money. I’d love to write a book that explores this a lot further!

 

How did your goals evolve throughout time?

As I achieved some of my basic and comfortable goals, I realised I was capable of a lot more in my life. Both financially, and in so many other ways. As my confidence has grown, so has the creativity in my goals.

 

Tell us about your GRS wins

Renting out my barely used car for the last six months has been a phenomenal win – I turned a dormant asset into $3,500 of income in six months! That’s not a bad chunk of change in exchange for me not being lazy and walking to the train station each day.

 

How about your GRS fails?

Sometimes I get a bit slack on meal prepping, and end up with very little food in the fridge, but an obsessive refusal to purchase more food. That’s when I have lunch that consists of a carrot and some Weetbix. So, could call that a GRS fail, or a win, depending on how you look at it 😉

 

Can you share some of the financial tips that have helped you the most on your journey?

Having the confidence to say “no” or “not now” or “not that, can we do something different” with your friends. So much cash leakage comes from social settings or perceived peer pressure, if we can overcome that, it makes a massive difference in how we spend each week.

Again, challenging the shoulds. When we explore what we really want, and why, managing the money around that becomes easy.

 

What’s the no 1 advice you would share with Millennials when it comes to finances?

There’s never a better time to start than now. You can do something today that your future self will be so proud of you for.

Managing your money like a boss doesn’t mean you are motivated by money, it means you’re clever and you understand that money facilitates life and can give you a hell of a lot of options, whatever your values are.