In this episode of the Ways to Wealth Podcast, Charlie is joined by Fiona Tate! Fiona is the founder of Sorted Out, a bookkeeping and business consultancy service that blends financial clarity with mindset coaching. With a background in corporate recruitment, entrepreneurship, and training under Tony Robbins and Chloe Madanes, Fiona supports small business owners in managing both their finances and their personal growth.
The conversation explores Fiona’s journey from the corporate world to creating Sorted Out and how her first client — a builder overwhelmed by accounting — sparked the idea for her now thriving business. She shares insights on easing the emotional weight of financial stress, simplifying accounting with plain‑English communication, and transforming limiting beliefs that hold entrepreneurs back.
Key topics include building resilience in modern life, balancing work and family, and addressing the unique challenges of tradespeople, creatives, and small business owners. Fiona also reflects on generational wealth and why internal mindset shifts are just as important as external financial strategies.
Find out more about Sorted Out here: www.sortedout.co.nz
Watch all episodes of the Ways to Wealth Podcast here: www.eccuity.com/podcasts
#WaysToWealth #Bookkeeping #SmallBusiness #MindsetCoaching #Entrepreneurship #FinancialClarity #TradesBusiness #WorkLifeBalance #GenerationalWealth
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