Changing Landscape of Retirement #4 – Nicola Beswick
Changing Landscape of Retirement 13 April 2021
Nicola is a CFP and a Senior Financial Adviser and Confidante at FMD Financial. She talks with Fraser about clients entering the pre-retirement space for the first time, and the trigger events that can lead them there.
Nicola Beswick XY: https://www1.xyadviser.com/members/4491332
Nicola Beswick Website: https://www.nicolabeswick.com/
To access Challenger’s thought leadership, insights and tips on retirement planning, head to https://www.challenger.com.au
You can get a transcript of this podcast here
-
Changing Landscape of Retirement #10 – Jeremy Cooper
We wrap up the Changing Landscape of Retirment series by chatting with Jeremy Cooper from Challenger Limited, who …
-
Changing Landscape of Retirement #9 – Richard McErlean
Richard is the owner and operator of RTG Financial Services Pty Ltd. As Richard’s main clients are retirees, …
-
Changing Landscape of Retirement #8 – Rachel Lane
“Rachel is the Principal at Aged Care Gurus and Co Author of “”Aged Care, Who Cares?”” She chats …
-
Changing Landscape of Retirement #7 – Philip Smith
Philip is a Managing Director and Financial Adviser at Hunter Financial. He talks about the Baby Boomer generation …
-
Changing Landscape of Retirement #6 – Sheena Stow-Smith
Sheena is the Managing Director at AdviceLink – a service which communicates with Centrelink on behalf of advisers …
-
Changing Landscape of Retirement #5 – Noel Whittaker
Noel is one of Australia’s most successful authors and one of the world’s foremost authorities on personal finance. …
-
Changing Landscape of Retirement #3 – Jason Andriessen
Jason is the Head of APAC at CoreData Group. He joins Fraser to share insights from “The Best …
-
Changing Landscape of Retirement #4 – Nicola Beswick
Nicola is a CFP and a Senior Financial Adviser and Confidante at FMD Financial. She talks with Fraser …
-
Changing Landscape of Retirement #2 – Gayle McKew
Gayle is a Strategic Financial Advisor and Accredited Aged Care Specialist at Prosperity Planning Partners. She and Fraser …
-
Changing Landscape of Retirement #1 – Martin McGrath
Martin is the CEO and a Financial Advice Specialist at Financial Edge Group. He kicks off the series …
-
AdviceTech Podcast #79 – MoneyMind Profile
This week, Patrick talks with Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind. They chat about …
-
441 Joel Gleeson and Paul Cupic
In this episode, James is joined by Joel Gleeson and Paul Cupic from First Financial. They discuss the …
-
Engine Room Podcast #33 – Thabojan Rasiah
Thabojan is the Founder and Principal Adviser at Rasiah Private Wealth Management, and the Co-Founder and CEO at …
-
AdviceTech Podcast #78 – Content Snare
This week, Patrick talks with James Rose, Co-Founder of Content Snare. They discuss how Content Snare aims to …
-
#440 Tom McDonald
Tom is the Director at Cardena Private Wealth. He and Clayton originally shared an office together before going …
-
Engine Room Podcast #32 – Drew Meredith
Drew is a Founder and Advisor at Wattle Partners. He and Andrew discuss the growth of Wattle Partners, …
-
AdviceTech Podcast #77 – FinMate AI
This week, Patrick is joined by Daniel Yoo, Founder at FinMate AI. They talk about the AI Notetaker …
-
#439 Jackson Millan
Jackson, also known as The Wealth Mentor, is the Founder and CEO at Aureus Financial. He and James …
-
Engine Room Podcast #31 – Ben Calder and Ivana Sanzari
In this episode, Andrew is joined by Ben Calder and Ivana Sanzari from Calder Wealth Management. They chat …
-
AdviceTech Podcast #76 – Softphone & Telecomms Special
In this episode, Patrick talks with Michael Newman, Director at Tele-Sense. They discuss modernising business communication systems through …