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Your Next Client is You #3

In this episode, Peita is joined once again by Andrew Grinsell, Nigel Baker and Courtenay Walker. They go …

Your Next Client is You #4

In this episode, Peita is back with Courtenay Walker and Andrew Grinsell to discuss implementing new advicetech solutions, …

Your Next Client is You #5

In this final installment, Peita is joined by Andrew Grinsell and Jamie Ardern. They wrap up the series …

Investment Podcast #8 – Contrarian Investing

In this episode, host James Whelan takes a deep dive into contrarian investing, along with guests Ben Preston …

AdviceTech Podcast #69 – Feature: Advisors and AI

In this episode, Peita is joined by James Millard, Head Coach and Advisor at Sufficient Funds, and Tristan …

AdviceTech Podcast #69 – Feature: Advisors and AI – Time-codes

In this episode, Peita is joined by James Millard, Head Coach and Advisor at Sufficient Funds, and Tristan …

#431 Coral Wilkinson

Coral is the Founder and Director of See Me Aged Care Navigators. She and James talk about how …

AdviceTech Podcast #68 – Tanngo

In today’s episode, Peita is joined by Melanie Drago, Founder of Tanngo. They discuss how she started the …

AdviceTech Podcast #68 – Tanngo – Time-codes

In today’s episode, Peita is joined by Melanie Drago, Founder of Tanngo. They discuss how she started the …

#430 Ash McAuliffe

Ash is the Senior Financial Advisor at True Wealth. He and James discuss his career journey from various …