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She's On The Money

She's On The Money

An Unhinged AMA with Financial Adviser, Daisy from Everest Wealth

Aug 4, 2026 · 44m

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About this episode

What do financial advisers actually do? Am I ready for financial advice? $10k has landed in my account, what do I do?! On this week’s Deep Dive, Victoria invites friend-of-the-pod Daisy Egan, financial adviser with Everest Wealth to answer all of your pressing (and pure unhinged) financial questions. And sure, while some of them are normal and fine and reasonable, others verge on despicable. Come to learn about the largest portfolio size Daisy’s ever managed (Spoiler: there are many zeroes involved). Stay for the spicier q’s including: ‘I’m waiting for my nan to pass away. What things do I need to put in place tax-wise?’, ‘Have you ever told someone…