Grow A Small Business Podcast · Troy Trewin

QFF: Be Better, Be Well, Be Bold — Dylan Pargiter-Green's Journey to Building Bold Wealth: How Courage, Clarity, and Connection Helped Him Redefine Financial Success and Turn Purpose into Prosperity in Business & Life. (Episode 741 - Dylan Pargiter-Gr

·22 min·1 clip

Dylan describes helping a business owner sell after 11 years and keep hundreds of thousands more.

1. Grow A Small Business Podcast Quickfire Friday features Dylan Partridge-DeGreen discussing Bold Wealth and its approach to financial advice. 2. AJ hosts Dylan, who is a founder and director at Bold Wealth, a financial advice and wealth management firm. 3. The episode asks how courage, clarity, and connection can turn financial planning into a tool for purpose and prosperity. 4. Dylan says financial advice has changed over the last 10 to 20 years and now focuses on genuine impact on people’s lives. 5. He says his favourite client conversations cover holidays, convertibles, stress about costs, and what people actually want money to do. 6. Dylan describes first meetings as a mix of financial position questions and more tangible questions about previous experiences with money. 7. He says the best planning conversations ask what makes clients smile daily, weekly, monthly, and yearly. 8. Dylan explains that he wanted ownership over client relationships after eight years as a financial advisor and a conversation with his director. 9. He says the move to Bold Wealth was designed to create long-term relationships rather than a transactional model. 10. He links the firm’s name and brand to “be better, be well, be bold,” which he says should show up in every client meeting. 11. Dylan says boldness means trying something new, stretching further, and looking for growth from change. 12. He says clients should leave each meeting better off, more nourished, and pushed a little further than before. 13. He says business owners often focus on growing the business and forget the reason they started, which was to generate income or wealth for themselves. 14. He warns that owners can fail to pay themselves during the journey and end up worse off at retirement than salaried employees. 15. Dylan says a meaningful part of the work is helping someone sell a business built over 11 years and handling the tax consequences to keep more money. 16. He also describes helping clients who have bank accounts, policies, and superannuation spread everywhere and mainly need reassurance that things will be okay. 17. Dylan says his style is strategic and holistic, starting with why the client is there before discussing investments or technical details. 18. He says the episode has a practical, conversational tone, with AJ pushing for examples and Dylan answering in plain language. 19. Business owners who want practical money habits and planning discipline. 20. Listeners wanting technical stock-picking detail or product comparison.

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