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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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Retirement Experience Framework #1
In this episode, Peita talks with Ben Marshan and Naomi Holmes. They discuss how advisers can better support …
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Retirement Experience Framework #2
In this installment, Peita is joined once again by Ben Marshan and Naomi Holmes. They discuss how advisers …
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Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #1
In this first installment, Peita is joined by John Stallman, Principal Adviser at PlanningIQ. They explore the critical …
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Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #2
In this episode, Peita talks with Dr. Ben Neilson, Researcher and Financial Adviser at Complete Wealth, and Dr. …
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Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #3
In this episode, Peita is joined by Wayne Lear, Principal at Familia Wealth. He shares his deep insights …
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Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #4
In this podcast episode, Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind, and Peita explore the …
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Ensombl on Tour: Growth Series #4
Peita and Adele wrap up Day Four and discuss their learnings from the day, including insights on behavioral …