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The Goals Based Advice Podcast

Apr 30, 2019

In this episode, we speak to Hugh Robertson from Centaur Financial Services about winning the AFA Adviser of the Year in 2018.

You can connect with Hugh at https://www.linkedin.com/in/hughrobertsoncfp/ and while you’re at it, why not connect with us on Social Media too?

http://bit.ly/GBAFacebookPage


Apr 24, 2019

In this episode, we speak to Wade Matterson from Milliman about the algorithms behind Goals Based Advice.

You can connect with Wade at https://www.linkedin.com/in/wade-matterson-7961521/ and while you’re at it, why not connect with us on Social Media too?

http://bit.ly/GBAFacebookPage


Apr 17, 2019

In this episode, we speak to Amie Baker from Rekab Advice about the renovation of her advice business.

You can connect with Amie at https://www.linkedin.com/in/amie-baker-10975828/ and while you’re at it, why not connect with us on Social Media too?

http://bit.ly/GBAFacebookPage

http://bit.ly/GBALinkedInPage



Apr 9, 2019

In this episode, we speak to Peita Diamantidis from DeltaPlan Holdings Group about how to start the goals conversation with your clients.

You can connect with Peita at https://www.linkedin.com/in/peitad and while you’re at it, why not connect with us on Social Media too?

http://bit.ly/GBAFacebookPage