Another ex-AIA exec starts new advice business

Schubert’s previous role dealt with advisers in risk, home loans and corporate solutions. She is now director/financial adviser at Lead Your Life, which focuses on insurance, wealth creation, estate planning and wellbeing.

“I had been working with advisers for 29 years, supporting them in their starting journey and helping them grow,” Schubert told Good Returns. “I’ve always sat on the other side saying, “One day I will.” That day started this year!”

Schubert is carving out a niche in ‘holistic’ advice, and wellbeing is one of the core areas of the business. She says that in client conversations, it quickly emerges that many people are not doing okay. Financial wellbeing is a key part, but she also works with wellbeing-focused referral partners - AIA Vitality being one.

Schubert recently attended a Retirement Commissioner presentation, where it was estimated that around 20 hours a week is lost on money worries per person. There’s also a significant knowledge gap when it comes to insurance and other financial products.