The Purse Podcast
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#168: Redefining wealth, women investors and the Great Wealth Transfer with Lindy Claassen

Dela

Lindy Claassen is a Certified Financial Planner and Wealth Planner at Brown Shipley, part of Quintet Private Bank, with more than a decade of experience in financial planning across South Africa and the UK.

She began her career with Old Mutual in South Africa before moving to the UK, where she went on to work with Quilter Private Client Advisers and Balance Wealth Planning before joining Brown Shipley.

Today, Lindy advises individuals and families on complex financial planning, with particular experience in retirement, estate and succession planning. 

Lindy is particularly interested in how the relationship between women and wealth is evolving, as more women become wealth creators, investors and capital allocators.

We cover the following in our conversation:

0:00 Welcome

01:49 Lindy’s early money story

05:36 The 'Great Wealth Transfer' shift

09:30 How wealth management firms adapt

14:59 Who women clients are now

18:40 From saving to investing

21:16 Purpose beyond returns

24:37 Angel investing

30:28 Legacy and tax planning

33:09 The future of women and capital

35:56 Final thoughts


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