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The Goals Based Advice Podcast

Oct 29, 2019

In this episode we chat with the chair of Financial Planning Association, Marisa Broome. We talked about the rise and fall of their code monitoring body, the work she is currently doing with the association and how she balanced industry commitments with her own business.

 

You can hear our conversation with Marisa (see...


Oct 21, 2019

In this episode we chat with the Head of Asset Allocation at SunSuper, Andrew Fisher. 

We cover topics like:

  • The use of "Alternative Assets" as used by many funds
  • Investing n global markets v Australian markets
  • How to invest managers classify growth or defensive assets

 

You can hear our conversation with Andrew (see...


Oct 13, 2019

In this episode, we chat with money nerd, Trish Gregory about her story and one that shaped the type of advice she wants to provide to the people she wants to help most.

You can hear our conversation with Trish Gregory (see links in the comments below) and while you’re at it, why not subscribe to hear our future...


Oct 8, 2019

In this episode, we chat with the advice innovator, Patrick Flynn. Pat has spent many years solving advisers problems by installing processes int heir business to make everything run smoothly.

 

You can connect with Pat:

linkedin.com/in/patrickjamesflynn

 

You can hear our conversation with  Patrick Flynn (see links...


Oct 3, 2019

In this special episode, we celebrate our first birthday! 

We would like to thank you, our listeners, for tuning in our episodes, our guests and to all the people behind Goals Based Advice Podcast for this milestone and for taking part of this big journey.