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Goals Based Advice Podcast

Jul 30, 2019

In this episode, the amazing Donna Lee Powell opens up and shares her story of how she turned grief, and the lack of what she needed at the time, into her perfect business. A passion and purpose that lead her to winning, the AFA Female Excellence in Advice award in 2018. We cover everything from overcoming her fear of...

Jul 22, 2019

In this episode, We speak to Rhett Das from Integrity Compliance. Rhett specialises in working with advisers and small licensees to both apply for Australian Financial Services Licensees, as well as maintain their compliance standards.

You can hear our conversation with Rhett Das (see links in the comments below) and...

Jul 19, 2019

In this episode,I caught up with Glen James, who we chatted with back from episode 8 released in November 2018, and talk about change. He has completely turned his business on its head and really entered a new world of helping consumers outside the traditional advice world.
We also chatted about the work he is doing...

Jul 16, 2019

In this episode, we speak to Emily Blanch, head of community at XY Adviser about hosting a community, what's involved, from the pains to the memorable moments, from running a facebook group to events, and from free group to a paid community.

You can hear our conversation with Emily Blanch (see links in the comments...

Jul 8, 2019

In this episode, we speak to Greg Hodgkiss from Cyber Indemnity Solutions or CIS about how the new wave of machine learning cyber malware that is threatening to steal our client's data, and sell it on the dark web before we even know we have been hacked.


You can connect with Greg Hodgkiss at