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13 JUN 2022 – Monday Market Highlights

This week we cover the RBA, The European Central Bank, US Inflation, AGL, and Atlas Arteria.

#316 Captain FI

Captain FI is a Retired Aussie Pilot and the Host of CaptainFI Blog and the Financial Independence Podcast. …

The Blueprint for the Successful Advice Firm of the Future #2

In this second instalment, Fraser Jack sits down with Shan Chung, Client Development Manager from the Macquarie Virtual …

#315 Brett Evans

Brett is a Managing Director (EMEA) and Financial Planner at Atlas Wealth Management. He joins Ben to discuss …

6 JUN 2022 – Monday Market Highlights

This week we cover US Consumer confidence data and Non-Farm Payrolls, Australian Q1 GDP, AGL, Origin Energy, and …

#314 Rob McGregor

Rob is the Co-Founder of McGregor Wealth Management and GPS Wealth. He and Jess talk about best-of-breed client …

The 12 Steps of a Managed Accounts Journey #1

In this first episode we cover the first three steps of implementing a Managed Account Solution, including where …

The 12 Steps of a Managed Accounts Journey #2

In this instalment we talk about steps four, five and six in the change management process. This includes …

The 12 Steps of a Managed Accounts Journey #3

In this episode we continue with steps seven, eight and nine in the change management process. We talk …

The 12 Steps of a Managed Accounts Journey #4

In this final instalment we cover steps ten, eleven and twelve in the change management process, including practical …