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In this final episode, Peita and Joe Stephan from Stephan Independent Advisory dive into how to design and deliver truly intergenerational advice – blending family dynamics, emotional coaching, and smart use of AI to better serve business-owning families across generations.
Find out how Generation Life’s investment bonds can help you transfer your clients’ wealth with clarity, control and confidence.
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Intergenerational Conversations #1
In this episode, Peita Diamantidis is joined by Gavin Lamb, Director and Head of Financial Planning at Navigate …
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Intergenerational Conversations #2
In episode two, Peita speaks with Inbam Devadason, Actuary, Founder and Director of Precision Financial. He shares practical …
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Intergenerational Conversations #3
In this final episode, Peita and Joe Stephan from Stephan Independent Advisory dive into how to design and …
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Intergenerational Conversations #1
In this episode, Peita Diamantidis is joined by Gavin Lamb, Director and Head of Financial Planning at Navigate …
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Intergenerational Conversations #2
In episode two, Peita speaks with Inbam Devadason, Actuary, Founder and Director of Precision Financial. He shares practical …
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Intergenerational Conversations #3
In this final episode, Peita and Joe Stephan from Stephan Independent Advisory dive into how to design and …
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Investment Podcast #38 – Compartmentalised Investing
As investors face longer retirements and more complex market conditions, Ben Nash (Pivot Wealth) and Dan Miles (Innova …
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Engine Room Podcast #89 – Kane Leersen
This week, Rocksy speaks with Kane Leersen from Regional Prosperity. They explore his journey from shearer’s son to …
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Insurance Podcast #8 – Niall McConville
In this episode, Ben is joined by Niall McConville, Managing Director at Bombora Advice. They unpack how regulation, …
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Licensee Podcast Series #10 – Count
In this episode, Rocksy speaks with Craig Kouimanis, Head of Paragem. They unpack how Count helps advice firms …
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Investment Feed Insights #10
In this episode, Neil Rogan speaks with Alex Cousley from Russell Investments. Alex explains resilient global growth and …
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Engine Room Podcast #88 – Stuart Jones
In this episode, Rocksy is joined by Stuart Jones, Managing Director, Senior Financial Planner and Mortgage Broker at …
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Nothing More Certain #1
In this episode, Vince Scully and Tony Kofkin (Kofkin Bond & Co) explore how advisers can earn deeper …