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AdviceTech Podcast #14- Otivo

This week, Peita speaks with Paul Feeney, Founder of Otivo. They talk about the benefits of the Otivo …

#363 Carlii Lyon

Carlii is an International Speaker, Workshop Facilitator and a Personal Brand Expert. She and Jess talk about using …

#362 Morgan Hayward

When Morgan last appeared on the XY Podcast, she had just started as the Director of Financial Planning …

21 NOV 2022 – Monday Market Highlights

This week we cover the US producer price index, the retail sales report, the New York federal household …

AdviceTech Podcast #13 – Advice Intelligence

This week, Peita is joined by Jacqui Henderson, Founder and CEO at Advice Intelligence. They take a deep …

#361 Briony Benjamin

Briony is a Motivational Keynote Speaker and author of “Life Is Tough But So Are You”. She and …

#360 Kristian Zuza

Kristian is a Financial Adviser and Partner at Peak Wealth Management. He and Ben chat about how he …

14 NOV 2022 – Monday Market Highlights

This week we cover the US inflation print, the University of Michigan consumer sentiment, the RBNZ’s Survey of …

AdviceTech Podcast #12 – Fourth Line

In this episode, Peita chats with Joel Ronchi, COO at Fourth Line. They discuss the functions of Fourth …

#359 Charlie Fraser

Charlie is a Principal Private Wealth Adviser at Shadforth Financial Group. He and Jess explore the idea of …