#399 Paul Mann
Paul is the Co-Founder and a Financial Adviser at True Direction Financial. He and Clayton discuss their view …
#398 Justin Lucas
Justin is an Adviser and Partner at Koda Capital. He sits down with James to chat about his …
#397 Chris Carlin
Chris is the Founder of Master Your Money Now. He joins James to answer a few community questions …
#396 Fraser Jack
Fraser is the Founder of The Cyber Collective. He returns to the podcast to chat with James about …
#395 Tony Smilevski
Tony is a Insurance Consultant at Tony Insurance. He joins James to talk about simplifying the insurance buying …
#394 Paul Barrett
Paul is the CEO at AZ Next Generation Advisory. He and Clayton discuss the current state of the …
#393 Nick Donnelly
Nick is a Financial Adviser at Plenary Wealth. He and James chat about his history in the advice …
#392 Celia Polkinghorne
Celia is the Founder and Director at Bonsai Digital Marketing. She joins James to talk about personal branding …
#391 Renae Vercoe
Renae is the Founder and Adviser at Money Mode. She and James chat about how her practice has …
#390 Christine Bau
Christine is an HR Consultant and Coach at People Focused. She and James discuss creating stronger business cultures …
#389 Paul Dunn
Paul is the Co-Founder of B1G1 and a TEDx Speaker. He sits down with Ben to talk about …
#388 Chris Bates and Craig Bigelow
In this week’s episode, James sits down with Chris and Craig, who are both Mortgage Brokers at Wealthful. …
#387 James Whelan
James is an Investment Manager at VFS Group. He and Ben talk about the Silicon Valley bank collapse, …
#386 Lucian Russ
Lucian is a Financial Planner and sole Director of Emu Wealth. He and James talk about his journey …
#385 Rachel O’Connor
Rachel is the Founder and Principal Advisor at Flourix Wealth. She returns to the Ensombl Podcast to chat …
#384 Barry LaValley
Barry is an author and financial educator, and Principal at BarryLaValley.com. He and James discuss the transition into …
#383 David Rae
David is a Certified Responsible Investment Adviser, and a Financial Adviser at Ethinvest. He and Ben discuss impact …
#382 Chris Dale
Chris is the Founder and Managing Director at MarketingHQ. He joins Clayton to chat about the importance of …
#381 Ryan King
Ryan is Director and a Financial Planning Consultant at Three Kings Wealth Management. He talks to Ben about …
#380 Emily Jenkins
Emily is a Co-Founder and Chief Product Officer at Ensombl. She and Clayton discuss the importance of acquiring …
#379 Daniel Testa
Daniel is a Senior Adviser at Tribeca Financial. He and Ben talk about his focus on financial well-being …
#378 Jess Brady
Jess recently started a financial literacy program called The Greenhouse, and is the Co-Founder of Ladies Talk Money. …
#377 Warren Strybosch
Warren is the Founder and Managing Director of the Find Group. He and Ben discuss his journey into …
#375 Chris Morcom
Chris is a Partner and Wealth Adviser at Hewison Private Wealth. He and Ben chat about incorporating transfering …
#376 Peita Diamantidis
Peita is the Co-Founder of Caboodle Financial Services and the Host of the Ensombl AdviceTech Podcast. She joins …
#374 Andrew Rocks
Andrew is the Head of Partnership and Business Development at Virtual Business Partners, and Chairperson at Ensombl. He …
#373 Phil Thompson
Phil is the Financial Adviser and Founder at Skye Wealth. He joins Ben to discuss the challenges of …
#372 Chris Booth
Chris is the CEO at Lydian Financial Services. He joins Clayton to chat about his journey into the …
#371 Cara Brett
Cara is the Director, Senior Financial Adviser and Wealth Coach at Bounce Financial. She and Ben talk about …
#370 Cara Graham
Cara is a Principal Wealth Adviser at The Wealth Designers. She and Ben talk through her advice journey, …
#369 Justin Hooper
Justin is the Managing Director at Sentinel Wealth. He and Jess talk about his approach to getting to …
#368 Rebecca Pritchard
Rebecca is a Senior Financial Planner at Rising Tide Financial Services. She joins Ben to chat about her …
#367 Creina Lister
Creina is the Marketing Manager at Hewison Private Wealth. She and Jess discuss building trust through content marketing, …
#366 Matt Hale
Matt is the Managing Director at Rising Tide Financial. He and Ben chat about his journey as an …
#365 Tamar Balkin
Tamar is an Organisational Psychologist and Executive Coach at Balkin Coaching. She and Jess discuss how we can …
#364 Vince Scully
Vince is an Author, Founder and Chief Sherpa at Life Sherpa. He sits down with Ben to discuss …
#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 …
#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 …
#359 Charlie Fraser
Charlie is a Principal Private Wealth Adviser at Shadforth Financial Group. He and Jess explore the idea of …
#358 Vanessa Stoykov
Vanessa is a Financial Educator, Best-Selling author and CEO of Evolution Media Group. She and Ben discuss her …
#357 Felicity Cooper
Felicity is the Owner and a Financial Planner at Cooper Wealth Management. She and Jess chat about how …
#356 Troy Theobald
Troy is the Founder and Director of Financial Services at RFS Advice. He sits down with Ben to …
#355 Dawn Thomas
Dawn is a Senior Financial Adviser at The Wealth Designers. She and Jess talk about toxic work environments, …
#353 Adam Morse
Adam is the Managing Director in Private Wealth at BlueRock. He and Jess chat about the wealth component …
#352 James Baird
James is a Director and Principal Advisor at JustInvest Financial Planning. He and Ben discuss how ESG investing …
#351 Andrew Hewison
Andrew is the Managing Director at Hewison Private Wealth. He and Jess talk about the tech experience he’s …
#350 Nathan Fradley
Nathan is a Senior Adviser at Tribeca Financial, Director at Ethos Australia, and the Founder and Chair of …
#349 Paul Nicol
Paul is the Managing Partner and Senior Financial Planner at GFM Wealth Advisory. He and Jess deep dive …
#348 Ian Byrne
Ian is the Senior Financial Strategist at Evolution Financial, and IFA 2021 Regional Adviser of the Year. He …
#347 Olivia Kruimel
Olivia is the Managing Editor – news & analysis at Mumbrella. She joins Jess to talk about becoming …
#346 Martin McGrath
Martin is the CEO and Financial Advice Specialist at Financial Edge Group, and the 2021 IFA Practice Principal …
#345 Natalie Yan-Chatonsky
Natalie is the Founder and CEO of Full Time Lives and Senior Consultant at Brainmates. She joins Jess …
#344 Josh Dalton
Josh is a Certified Financial Planner and Director at Dalton Financial Partners. He and Ben discuss the biggest …
#343 Richard Felice
Richard is a Partner at Belay Advisory. He and Jess chat about how his business has grown and …
#342 Chris Smith
Chris is the Founding Partner at VISIS Private Wealth. He joins Ben to talk about starting VISIS, what …
#341 Deepa Surti Part #2
Deepa is the Principal Consultant and Founder at RecruiTalent. In this second installment, Deepa and Jess discuss recruitment …
#340 Charlie Viola
Charlie a Partner and Managing Director at Pitcher Partners. He and Ben talk about how he went from …
#339 Deepa Surti Part #1
Deepa is the Principal Consultant and Founder at RecruiTalent, and has been involved in the recruiting world for …
#338 Steve Salvia
Steve is a Financial Planner and Business Growth Coach. He and Ben discuss the trends in growing financial …
#337 Lara Husselbee
Lara is a Board Director and Co-President of Wear It Purple. She joins Jess to talk about who …
#336 Daniel Jackson
Daniel is the Director and a Financial Planner at Modern You Financial Planners. He joins Ben to talk …
#335 Daniel Donovan
Daniel is a Financial Adviser and Head of Operations at Verse Wealth. He joins Fraser to chat about …
#334 Gianna Thomson
Gianna is a Financial Planner and Business Owner under Fitzpatricks Private Wealth. She and Ben chat about how …
#333 Jess Brady
Outside of hosting the XY Adviser Post, Jess is a Co-Founder and Financial Adviser at Fox & Hare …
#332 Steve Nielsen
Steve is the Principal and Owner at Ascent Wealth Management and an AFA Board Chair. He chats with …
#331 Kevin Liao
Kevin is the Executive Director of Product at DASH Technology Group. He sits down with Clayton to talk …
#330 Michael Khouri
Michael is the Senior Financial Advisor at Better Financial Planning Australia, and host of “Sharing More than the …
#329 Dylan Martin
Dylan is the Director, Principal and Financial Adviser at Feel So Good Wealth Management. He catches up with …
#328 Ryan Porter
Ryan is the Founder and Director of Catalyst Wealth Group. He talks with Ben about starting his own …
#327 Karen Eley
Karen is the CEO and Founder of Women Talking Finance and a Certified Money Coach. She and Ben …
#326 Ange Ritchie
Ange is the Founder of My Goal Squad. She joins Jess to talk about how to set achievable …
#325 Ash McAuliffe
Ash is the Head of Financial Advice at CareSuper. He and Ben chat about leveraging technology to enhance …
#324 Nikki Booth
Nikki is the Director and Financial Advisor at My Wealth Solutions 2. She talks about starting her advice …
#323 Scott Dawkins
Scott is the Director and Principal Financial Adviser at Griffin Financial Services. He and Ben chat about the …
#322 Craig Boss
Craig is a Risk Adviser at Steadfast Life. He shares his personal mental health journey, and discusses destigmatising …
#321 John Cachia
John is the Founder and Strategic Wealth Adviser at AFA Group Wealth. He chats with Ben about starting …
#320 Adam Crabbe
Adam is a Risk Strategy Specialist at Zurich. He and Jess discuss how advisers can help clients when …
#319 Nathan Fradley
Nathan is a Senior Adviser at Tribeca Financial, Director at Ethos Australia, and the Founder and Chair of …
#318 Mitchell Ramsbotham
Mitchell is the Group General Manager at Coastal Advice Group. He joins Jess to talk about creating a …
#317 Deline Jacovides
Deline is the Founder and Financial Planner at Mazi Wealth. She talks to Ben about starting Mazi Wealth, …
#316 Captain FI
Captain FI is a Retired Aussie Pilot and the Host of CaptainFI Blog and the Financial Independence Podcast. …
#315 Brett Evans
Brett is a Managing Director (EMEA) and Financial Planner at Atlas Wealth Management. He joins Ben to discuss …
#314 Rob McGregor
Rob is the Co-Founder of McGregor Wealth Management and GPS Wealth. He and Jess talk about best-of-breed client …
#313 Ron Pratap
Ron is the Director and Principal Financial Planner at RP Wealth Managment, and was named as one of …
#312 Molly Benjamin
Molly is the Founder of Ladies Finance Club. She and Jess talk about the community she’s created, how …
#311 Liam Shorte
Liam is a Director, SMSF Specialist Adviser and Financial Planner at Verante Financial Planning. He and Ben talk …
#310 Annie Bolitho
Annie is an author, End of Life Educator and Funeral Celebrant at Annie Bolitho and Associates. She and …
#309 Troy MacMillan
Troy is Chief Executive of The Wealth Designers. He joins Ben to discuss the value-based business model and …
#308 Lacey Filipich
Lacey is an Author and a Founder and Director at Money School. She and Jess talk about how …
#307 Josh Pennell
Josh is a Director at Prosper Advisory. He and Ben talk about building a service solution and client …
#306 Jo Brassett
Jo is the Owner and Financial Adviser at Insurance Advisory Service and a Co-Founder at Coach4U. She and …
#305 Darren Johns
Darren is the Director and Financial Life Planner at Align Financial. In 2016, Darren won the AFA Adviser …
#304 Jenny Rolfe-Wallace
Jenny is the Founder of Sprout Education Group. She and Jess discuss how to practically improve financial literacy …
#303 David Dugan
David is a Business Coach and the Founder and Lead Mentor for Abundance Global. He joins Ben to …
#302 Joris Cuesta
Joris, also known as “The Plateau Hacker”, is a Speaker, Trainer and Mentor. He and Jess talk about …
#301 Matt Leech
Matt is the Principal Planner at Kofkin Bond & Co. He and Ben discuss his journey through the …
#300 Sam Perera
Sam is the Managing Director at Perera Crowther Financial Services and National President at the Association of Financial …
#299 John Woodley
John is a Coach, Adviser and Executive Chairman at Fitzpatricks Private Wealth. He and Ben chat about building …
#298 Catherine Belford
Catherine is an Adviser at Focused Wealth and a Certified Money Coach and Lifestyle Adviser at Joyful Money. …
#297 Matt Bazzica
Matt is the Founder and Senior Financial Advisor at Futurevest. He and Ben chat about his service solution, …
#296 Dr. Emily Amos
Emily is a General Practitioner, International Board Certified Lactation Consultant, 200hr Yoga Teacher, University Tutor and Registered Mindfulness …
#39 Emily Blanch
Emily is the Head of Community at XY Adviser. She and Louis chat about managing client expectations and …
#295 Will Hamilton
Will is a Managing Partner at Hamilton Wealth Partners. He and Ben discuss how his business and client …
#294 Trish Gregory
Trish is a Financial Planner at Fox & Hare Wealth and Findex, and host of the MilSpouse Money …
#38 George Kinder
George is the Founder and President of The Kinder Institute of Life Planning and a Leading Advocate for …
#293 Michael Back
Michael is the Founder of Human to Human. He returns to the XY Podcast to talk about building …
#292 Lucinda Starr
Lucinda is the Head Copywriter and Founder at Starr Studio. She and Jess chat all things copywriting, and …
#37 Marius Fenwick
Marius is a Director and Certified Financial Planner at Wealthup. He reflects back on his career so far, …
#291 Andrew Debono
Andrew is a Financial Adviser, Founder and Director at Peak Wealth Management. He returns to the XY Podcast …
#290 Moo Baulch
Moo is the Director of Primary Prevention at Women’s & Girls’​ Emergency Centre (WAGEC) and a strategic advisor …
#36 Gustav Neethling
Gustav is the Founder and Director of The Financial Emporium, the Founder and Director of WealthPro, and a …
#289 Shaun Hunt
Shaun is the Director and Principal Adviser at Hunt Wealth. He and Ben chat about the evolution of …
#288 Fraser Jack
Fraser is XY Adviser’s own Head of Media and Podcast Host. He catches up with Jess to pass …
#35 Wouter de Witt
Wouter is a Certified Financial Planner at Liberty Group and Co-Founder at Gravitas Tax. He and Louis discuss …
#287 Gavin Glozier
Gavin is the CEO and Principal Financial Adviser at Your Wealth Hub Advice and Vinarc. He and Ben …
#286 Tim Farr
Tim is the Chief Operating Officer at Virtual Business Partners. He joins Andrew to talk about his key …
#34 Mariette Tappan
Mariette is a Certified Financial Transitionsist Planner at Adviceworx and Financial Transitionist Institute. She joins Louis to talk …
#285 Hugh Robertson
Hugh is the Managing Director and Senior Financial Adviser at Centaur Financial Services. He sits down with Ben …
#33 Kirsty du Toit
Kirsty du Toit is the Director of Financial Planning at Asset-Map. She and Louis chat about how the …
#284 Corey Wastle
Corey is a Certified Financial Planner and co-founder at Verse Wealth. He chats with Ben about the skills …
#283 Kris Mason
Kris is the Founding Partner at MBS Insurance. He joins Andrew to talk all things insurance, including where …
#32 Georgina Smith
Georgina is Head Of Distribution and Client Servicing for STANLIB and INN8 Platform, and the Head of Wealth …
#282 James Wrigley
James is a Principal at First Financial. He returns to the XY Podcast to discuss the lessons he’s …
#281 Jonathan Christie
Jonathan is the General Manager at Oreana Financial Services. He talks about the culture he brought to Oreana, …
#31 Rudolph Geldenhuys
Rudolph is a Certified Financial Planner at Wealthup. He and Louis chat about the balance between the “people …
#280 James Millard
James is Head Coach at Sufficient Funds and “Australia’s Most Relatible Money Guy”. He talks with Ben about …
#279 Dan Blatch
Dan is a Director and Life Risk Specialist at IMFG, the founder of Blatchy’s Blues, and the winner …
#30 Mary Martin
Mary is a Mindfulness Teacher and a Writer/Editor. She and Louis talk about mindfulness for Financial Advisers, and …
#278 Thabojan Rasiah
Thabojan is the Founder and Principal Adviser at Rasiah Private Wealth Management and Host of the Rich with …
#29 Johan Vosloo
Johan is the Founder of Commspace. He discusses starting Commspace, and how it grew from a One Man …
#277 Adele Martin
Adele is an award-winning Certified Financial Planner and the founder of The Savings Squad podcast and My Money …
#28 Steve Sanduski
Steve is a Business Coach, Podcast Host/Producer, NYT Bestselling Author and Co-Founder of ROL Advisor. He talks about …
#276 Rachel O’Connor
When we last caught up with Rachel, she had just started her own advice business, Flourix Wealth. Today, …
#275 Kate Zerbst
Kate is the Managing Director at FP Assistant, which offers back office support for Financial Planners. She joins …
#27 Anand Sheth
Anand is the CEO and Founder of Pulse360, which minimizes advisers’ workload by automating daily tasks. He chats …
#274 Shane Light
Shane is a Partner at The Hopkins Group (Australia) and Beekeeper. He and Fraser talk about improving your …
#273 Siobhan McTiernan
Siobhan is the Relationship Manager at Pivot Wealth. She and Fraser chat about appreciating the non-financial benefits of …
#26 LeRoux Van Wyk
LeRoux is the Senior Compliance Officer at Etude Risk Management. He and Louis chat about why compliance is …
#272 Christopher Athanassios
Christopher is a Principal at MillerPrince Lawyers. He joins Fraser to discuss buying and selling financial planning businesses.
#271 Lisa Greensill
Lisa is a Marketing Consultant who specialises in marketing message and website makeovers for financial advisers. She talks …
#25 Edden Kift
Edden is the Head of Business Solutions (South Africa) at PortfolioMetrix. He and Louis discuss the two-way trusting …
#270 Nellie Fung
Nellie is a Values Based Financial Adviser and Director at O’Brien Accountants & Advisors. She joins Fraser to …
#269 Whitley Bejah
Whitley is a Practicing Adviser and Mortgage Broker, and an Associate Lecturer at Griffith University. She joins Fraser …
#24 Ricardo Teixeira
Ricardo is a Financial Planning Professional and Chief Operating Officer at BDO Wealth Advisers. He joins Louis to …
#268 Andrew Reynolds
Andrew is the Principal Financial Adviser and founder of EFS Advice. He joins Clayton to chat about the …
#267 Kevin Smith
Kevin is the Managing Owner of Pension Services, which deals with Centrelink and Age Care matters on the …
#23 H. Adam Holt
Adam is the Founder and CEO at Asset-Map. He joins Louis to talk about the creation of Asset-Map, …
#266 Jordan Vaka
Jordan is an Independent Financial Adviser at PlanningSolo. He and Fraser talk about his journey to becoming an …
#265 Natallia Smith
Natallia is the Director and Principal Financial Adviser at TruWealth Advice. She talks about understanding who your niche …
#22 Mary J Fourie
Mary is the Founder, Coach and Lead Lifestyle Financial Planner at My Journey 2 Freedom. She and Louis …
#264 Andrew Ferguson
Andrew is the Managing Director at Webster’s Wealth Partners, which he runs alongside his wife, Stephanie.They had a …
#263 Anna Johnston and Michelle McKindlay
Anna and Michelle are both Senior Financial Planners and Directors at Women on Wealth, which is a full …
#21 Francois du Toit
Francois is the Founder and Director of PROpulsion and the Account Management Lead at Iress. He and Louis …
#262 Joey McCann
Joey is the Head of Advice Sales at PADUA, and recently appeared on the 2021 Season of Australian …
#261 Neil Younger
Neil is the Managing Director and Group CEO of Fortnum Financial Group. He talks about his journey into …
#20 Angie Herbers
Angie is a Managing Partner at Herbers & Company, which helps financial advisers across the globe build and …
#260 Cara Williams
Cara is an AFP Financial Adviser at Sufficient Funds. She and Fraser chat about using media channels to …
#259 Rob Jones
Rob is the CEO and Managing Director at Peloton Partners. Having spent ten years in the police force, …
#19 Riaan Singh
Riaan is a Partner and the Digital Head in Strategy&. He joins Louis to talk about the eight …
#258 Ross Marais
Ross is a Financial Adviser and Coach at More Time Financial. He is on a mission to help …
#257 Tom Haigh
Tom is the General Manager of MBS and Managing Director at My Money Sorted. He joins Fraser to …
#18 Didintle Mokonoto
Didi is the Strategic Enablement Manager at Astute – The Financial Services Exchange. She and Louis discuss her …
#256 Richard Dunkerley
Richard is the Brand Amplification Strategist at The Limelight Department. He and Fraser chat about the concept of …
#255 Rob Skinner
Rob is the Head of Practice Engagement at Fortnum Private Wealth. He talks about the creation and evolution …
#17 Terence Tobin
Terence is a Family Focused Financial Planner and Coach, and a Financial Planner at Rich Ideas. He and …
#254 Michael Miller
Michael is a Certified Financial Planner at Wealth Market and an AFCA Panel member. Michael returns to the …
#253 Amanda Cassar
Amanda is a Director at Wealth Planning Partners. She joins Fraser to talk about how to spot the …
#16 Dr. Greg Davies
Greg is the Head of Behavioural Science at Oxford Risk. He and Louis talk about narrowing the gap …
#252 Neil Rogan
Neil is the Head of Wholesale Partnerships at Russell Investments. He returns to the XY Podcast to discuss …
#15 Dr. Gizelle Willows
Gizelle is the Managing Director at Nudging Financial Behaviour. She joins Louis to discuss her research piece “Develop …
#14 Angela Saltas
Angela is a Certified Financial Planner, Director and Owner of Corporate Retirement Services. She and Louis chat about …
#13 Marc Sydow
Marc is a Financial Planning Partner at Adviceworx, where he helps women in finance better understand what their …
#12 Matt Reiner
Matt is the CEO and Co-Founder of the AI assistant benjamin and a partner at Capital Investment Advisors. …
#11 Brendan Frazier
Brendan is the Founder of Wired Planning and Host of The Human Side of Money Podcast. He and …
#10 Jurie Gouwsventer
Jurie is the Owner and Founder of Mindfulmoney. He talks about building a practice according to what’s meaningful …
#251 Gordon Jenkins
Executive Coach and Accountability Partner Gordon Jenkins joins Fraser to discuss his unconventional approach to networking, including what …
#250 Peita Diamantidis
Peita is a Co-Founder at Caboodle Financial Services and Host of the “In Search of Adventure Show” Podcast. …
#249 Morgan Hayward
Morgan is the Director of Financial Planning at yield advisory and an XY Adviser Ethics Committee member. Morgan …
#248 Russell Collins
Russell is the Author of “Risk Insurance Communications Skills” and a former risk insurance specialist. He and Fraser …
#247 Amanda Thompson
Amanda is the Founder and Managing Director at Endurance Financial and three time Ironman World Championship qualifier. She …
#246 John Kennedy
John is the Co-Founder and a Certified Financial Planner at CandorPath Financial. He discusses how his key to …
#245 Adam Crabbe
Adam is the Risk Strategy Specialist at Zurich. He joins Fraser to discuss the findings of his “Client …
#244 Gavin Glozier
Gavin is the CEO and Principal Financial Adviser at Your Wealth Hub Advice and Vinarc. He returns to …
#243 Marc Bineham
Marc is the author of “The Money Sandwich”. He chats about his time as National President of the …
#242 Louise Biti
Louise is a Director at Aged Care Steps, who help advisers create effective advice solutions for retiree clients. …
#3 Dirk Groeneveld
Dirk is the Owner and a Financial Adviser at Client Care. He joins Louis to explore the concept …
#2 David Garrioch
David is the Wealth Management Executive, Comprehensive Financial Planner, and Key Individual at AlphaWealth. He covers his journey …
#1 Russell Ho
Russell is a Certified Financial Planner at Succession Financial Planning. He joins Louis to discuss his journey to …
#241 Dr. Adam Fraser
Dr. Adam Fraser returns to the XY Adviser Podcast to explore the confronting findings of the 2021 Australian …
#240 Glen Hare
Glen returns to the XY Adviser Podcast to talk about how Fox and Hare Financial Advice has evolved, …
#239 Graham Rich
Graham is the Managing Partner and Dean of Portfolio Construction Forum. He chats with Fraser about investor psychology …
#3 Hannah Kay Montelibano-Abadia
Welcome to the Financial Planners South East Asia podcast. A show dedicated to driving the positive evolution of …
#238 Lexi Smith
Lexi is the Founder at MoneyVine. Lexi helps mums become better with their finances by using cash flow …
#237 Brendan Frazier
“Founder of Wired Planning and Host of The Human Side of Money Podcast. He talks about specializing your …
#2 Earl Martin Kwek
Welcome to the Financial Planners South East Asia podcast. A show dedicated to driving the positive evolution of …
#1 Rey Christian
Welcome to the Financial Planners South East Asia podcast. A show dedicated to driving the positive evolution of …
#236 Danni Visser and Emily Blanch
Danni recently joined XY Adviser as the Head of Growth. She and Emily sit down with Fraser to …
#235 Dean Holmes
Dean is the Founder of The Wealth Network and TWN Partners. He returns to the XY Adviser Podcast …
#234 Nathan Fradley
Nathan is the Principal Financial Planner and Director at Lime Financial Planning, and the Founder and Chair of …
#233 Paul Thompson
Paul is the Founder of Adviser Accelerator. He and Fraser discuss Online Marketing for Advisers and how to …
#232 David Williams
David is the Founder and CEO at My Longevity Pty Limited. He chats with Fraser about the importance …
#231 Nathalie Yan-Chatonsky
Natalie is the Founder and CEO of Full Time Lives and Senior Consultant at Brainmates. She talks about …
#230 Renato Mota
Renato Mota is the CEO of IOOF. Renato believes that the advice industry would benefit from broadening what …
#229 Joe Stephan
Joe runs Stephan Independent Advisory along with his brother, James. Joe believes he is having a “Midlife Breakthrough”, …
#228 Ben Brett
Ben Brett is the Owner and a Financial Planner at Bounce Financial, which he operates alongside his wife, …
#227 Tim Henry
Tim Henry is a Financial Advisor and Owner at Aspire Planning. He talks about the creation of the …
#226 Vanessa Bennett
Vanessa is the CEO and Co-Founder of Next Evolution Performance. She explains the concept of Energy Credits, and …
#224 Fraser Jack
The #podgod Fraser Jack returns to XY, and chats with Clayton about what 2021 has in store for …
#223 Santi Burridge
Santi Burridge is the CEO at Lumiant. Santi believes that Financial Planning should be the most noble profession …
#222 Francois du Toit
Francois is the Account Management Lead at Iress and Host of PROpulsion LIVE. He talks us through his …
#221 Catherine Morgan
Catherine is a Financial Coach and the Founder of The Money Panel, where she teaches Financial Planners how …
#220 David Haseldine
David from The Updated Estate shares his story regarding his involvement in the AMP class action lawsuit.
#218 Steven Kerbel
Steven Kerbel is the Director And Financial Planner at South City Brokers. He talks about his spiritual goal …
#219 Kate Holmes
Kate Holmes from Innovating Advice returns to the XY Podcast to discuss not only the struggles advisers faced …
#217 Alysia Laird
Alysia is the Principal Adviser at Zebra Tailored Wealth, and she talks us through her unique journey from …