Money Moments: Chelsea Traver, Founder & Investment Adviser at Evergreen Advice

It's No Secret

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Today on the podcast we are joined by Chelsea Traver, Founder & Investment Adviser at Evergreen Advice.
Chelsea brings over a decade of experience in the financial space and has a strong background in investment analysis, specialising in Fixed Interest and Socially Responsible Investing. After years of working as an investment analyst, she shifted her focus to working directly with clients, helping them reach their financial goals.
She's particularly passionate about helping women and new investors learn about investing. And is a big believer in the importance of putting financial concepts into plain language to give people peace of mind about how their money is being invested.

Specifically, we chat about:

• What money lessons she learnt from her family growing up
• The key cultural differences with money specifically in the US vs NZ
• What it was like graduating with a degree in finance right after the Global Financial Crisis
• How Chelsea made the move from an investment analyst to an investment advisor
• Why she has chosen to specialise in ethical/sustainable investing and what factors she considers with investments

Learn more about Chelsea and Evergreen Advice: evergreenadvice.co.nz

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