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#266 Jordan Vaka
Jordan is an Independent Financial Adviser at PlanningSolo. He and Fraser talk about his journey to becoming an …
8 NOV 21 – Monday Market Highlights
This week we cover the RBA monthly meeting, US Non Farm Payrolls, the US Federal reserve, the Bank …
#265 Natallia Smith
Natallia is the Director and Principal Financial Adviser at TruWealth Advice. She talks about understanding who your niche …
#264 Andrew Ferguson
Andrew is the Managing Director at Webster’s Wealth Partners, which he runs alongside his wife, Stephanie.They had a …
1 NOV 21 – Monday Market Highlights
Today we cover the higher than anticipated Quarter 3 inflation print, 3rd quarter US GDP data, Telstra’s acquisition …
#263 Anna Johnston and Michelle McKindlay
Anna and Michelle are both Senior Financial Planners and Directors at Women on Wealth, which is a full …
Tech Trends Series #1
In this episode we talk about Tech Stacks – the before, during and after of the client experience, …
Tech Trends Series #2
In this episode we discuss Tech Trends, such as how Millennials have been brought up as digital natives, …