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Investment Podcast #33 – Behavioural Investing
As markets test investor nerves and emotions drive decision-making, host Kieran Berry is joined by Jess Brizuela (Allied …
AdviceTech Podcast #159 – YourLeadOut
This week, Pat is joined by Rob Jones, Founder at Peloton Partners. They discuss how Peloton Partners evolved …
Investment Podcast #32 – Quarterly Update
As 2025 defied many investor fears, host James Whelan is joined by Vern du Preez (Orbis Investments) and …
AdviceTech Podcast #158 – Engagement Hub Update
In this episode, Patrick speaks with Martin Morris and Sandeep Rao from Engagement Hub. They discuss how Engagement …
Investment Feed Insights #6
In this episode, Neil Rogan is joined by Alex Cousley from Russell Investments. Alex gives his insights into …
Investment Podcast #31 – Investment-Linked Retirement
As retirement needs become more dynamic, James Whelan is joined by Patrick Clarke (Generation Life) and James Kingston …
AdviceTech Podcast #157 – FAYBL
This week, Pat is joined by Steven Goh, Co-Founder at FAYBL. They discuss his experience in fintech and …
#520 Stuart Ruddick
Stuart is a Financial Adviser at Verse Wealth. He and James discuss Verse’s structured client experience, their use …