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AdviceTech Podcast #31 – Feedsy

This week, Peita chats with Steve Holmes, Director and Co-Founder at Feedsy. They take a deep dive into …

AdviceTech Podcast #31 – Feedsy – Time-codes

This week, Peita chats with Steve Holmes, Director and Co-Founder at Feedsy. They take a deep dive into …

#393 Nick Donnelly

Nick is a Financial Adviser at Plenary Wealth. He and James chat about his history in the advice …

Engine Room Podcast #3 – James Millard

In this episode, Andrew is joined by James Millard, Director and Head Financial Adviser at Sufficient Funds. He …

17 APR 2023 – Monday Market Highlights

This week we cover US inflation data, US PPI data, Australian employment data, Australia’s potential thawing of relations …

AdviceTech Podcast #30 – Moneysoft

This week, Peita talks to Jon Shaw, CEO at Moneysoft. They discuss the features, functionality and capabilities of …

#392 Celia Polkinghorne

Celia is the Founder and Director at Bonsai Digital Marketing. She joins James to talk about personal branding …

Engine Room Podcast #2 – Belinda Good

Belinda is the General Manager at Boutique Advisers Private Wealth. She joins Rocksy to talk about the “business …

10 APR 2023 – Monday Market Highlights

This week we cover the RBA and RBNZ monetary policy committees meeting, the US labour market, ADP employment …

AdviceTech Podcast #29 – MyProsperity

In this episode, Peita is joined by Karolina Kuszyk, Head of Wealth Channel at MyProsperity. They talk through …