Leading ideas and
research from the
``industry’s best.
#492 Nicola Beswick
Nicola is the Managing Principal and Founder at White Rabbit Advisory. She and James discuss her first two …
Creating Generational Wealth #1
In this first episode, Tanya is joined by Ryan Watson, Founder and CEO at Tribeca Financial. They discuss …
Creating Generational Wealth #2
In this episode, Tanya speaks with Gianna Thomson, Principal Adviser at Thomson Wealth. They discuss the critical importance …
Creating Generational Wealth #3
In this final episode, Tanya is joined by Felipe Araujo, Chief Executive Officer at Generation Life. They explore …
AdviceTech Podcast #130 – Workato Update
In this episode, Pat is joined once again by Luke Modlmayr, Account Executive at Workato. They discuss the …
#491 Daniel Tubman
Daniel is a Business Development Manager at HeirWealth. He and James discuss how HeirWealth helps families centralise their …
AdviceTech Podcast #129 – Less Stack, More Strategy
This week, Pat speaks with Nick Downey, Technology Manager at Direct Wealth. Nick discusses Direct Wealth’s strategic approach …
#490 Trish Gregory
Trish is a Financial Adviser – Insurance Specialist at Hayes & Co Insurance Services. She shares her journey …