Skip to content

Leading ideas and
research from the
``industry’s best.


Investment Podcast #21 – Australian Equities

In this episode, host James Whelan discusses the outlook for Australian equities with Christian Guerra of First Sentier …

AdviceTech Podcast #113 – BePrepared

In this episode, Pat speaks with Dylan O’Brien, Founder at BePrepared, a digital safe custody solution for managing …

#474 Bert van Manen

In this week’s episode, Clayton is joined by Chief Opposition Whip Bert van Manen. They discuss his bill …

Engine Room Podcast #58 – Matt Hale

Matt is the Managing Director at Rising Tide Financial Services. He and Rocksy discuss how he built his …

AdviceTech Podcast #112 – Advice Designer

In this episode, Pat is joined by Dipal Khatri and Aron Satchell from Advice Designer. They take a …

#473 Rob Goudie

Rob is a Senior Financial Advisor at Consortium Private Wealth. He and James discuss his approach to direct …

Engine Room Podcast #57 – Adam Morse

Adam is the Founder and Managing Director at QuarterFive Family Wealth. He and Rocksy explore his journey into …

AdviceTech Podcast #111 – AdviseWell

This week, Pat is joined by Clinton Cunningham, CEO at AdviseWell. They take a look at AdviseWell, the …

#472 Dean Holmes

Dean is a Co-Founder at The Wealth Network and Absolute Wealth Advisers. He and James discuss strategies for …

Investment Podcast #20 – Australian Small Caps

The last few years have seen Australian small caps underperform large caps at the index level, making them …