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#525 Izzy Tittor
Izzy is the co-founder of Henry Advisory, a newly launched advice firm focused on “High Earners, Not Rich …
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#524 Retirement Xchange Insights
Recorded live at the Ensombl Retirement Xchange in Melbourne, James asks attendees what their “aha moments” from the …
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#523 Kieran Menzie
Kieran is a Senior Financial Adviser at Financial Foundations Australia. He shares his role and how he contributes …
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#522 Cathy Kayess
Cathy is a Financial Adviser at Pollock Financial Planning. She and James discuss her career change from medical …
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#521 James Wrigley
In this solo podcast episode, James explains how he creates and distributes short-form social media videos, how those …
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#520 Stuart Ruddick
Stuart is a Financial Adviser at Verse Wealth. He and James discuss Verse’s structured client experience, their use …
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#519 Matt Hale
Matt is the Managing Director at Rising Tide Financial Services. He and James discuss his transition from adviser …
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#518 Paul Cupic
Paul is a Financial Adviser at First Financial. He reflects on his career progression from aspiring adviser to …
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#517 Joel Kerin
Joel is an Associate Director at Ally Wealth Management. He and James discuss Ally Wealth’s tailored advice for …
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#516 Alex McKenzie
Alex is the Owner of Future Financial Services. He and James discuss the history, client-focused approach, operational strategies, …