Future Fit Financial Planning: In Conversation with Sarah Soar

From Wealth Management to Health Management.

Some careers evolve. Others redefine an industry.

In this episode of Future Fit Financial Planning, James Walker is joined by Sarah Soar, Founder of Estelle: Health is Wealth and former CEO of Hawksmoor Investment Management, to explore why the future of leadership isn't just about managing wealth, but managing health.

Drawing on four decades in financial services and executive leadership, Sarah shares how her experiences of leading through significant organisational change ultimately inspired the launch of Estelle: Health is Wealth; a business built on a simple but powerful belief: the health of your leadership team is your greatest business asset, and one of your biggest business risks.

Together, they discuss:

Sarah's journey from CEO to entrepreneur Why health management belongs in the boardroom The hidden cost of stress, burnout and poor decision-making Building healthier, higher-performing leadership teams Why prevention delivers better business outcomes than intervention The role of breathwork, movement and nervous system regulation Why the future of leadership starts with healthier people

Whether you're leading a financial planning business, advising clients or simply looking to perform at your best, this episode offers a fresh perspective on sustainable leadership and long-term success.

CHAPTERS

00:00 Introduction

01:16 Sarah Soar's 40-year career in wealth management

03:54 Leading through COVID and a major acquisition

04:18 From aspiring doctor to accidental stockbroker