Dec 25, 2018
In this episode, we speak to Steve Hallam from Pegasus Planning about transitioning to a traditional advice business.
You can connect with Steve at https://www.facebook.com/pg/pegasusplanningGC and https://au.linkedin.com/in/steven-hallam-a11a853 or visit his website at https://www.pegasusplanning.com.au.
Dec 17, 2018
In this episode, we speak to Stefano Duro from Pure Private Wealth about his journey to becoming an independent adviser.
You can connect with Stefano at https://www.linkedin.com/in/stefano-duro-41a33616a and https://www.facebook.com/stefanoduro.co or visit heis website at https://stefanoduro.com
And while you’re...
Dec 10, 2018
In this episode, we speak to Matthew Walker from WLM Financial Services about Goals Based Investing and the Association of Goals Based Advice.
You can connect with Matt at https://www.linkedin.com/in/financialspecialistandadvisor or visit his website at http://www.wlm.com.au.
And while you’re at it, why not...
Dec 4, 2018
In this episode, we speak to Carl Richards from New York Times about what is important to our human clients about the advice we provide.