The GAF

In this episode of The GAF Podcast, Scott Fitzpatrick sits down with Dan Blair of LTV Partners to explore the rapidly evolving M&A landscape. Together, they discuss the future of mergers and acquisitions, commoditisation, and how LTV Partners as a forward-thinking firm are reimagining their business models to create long-term value.  A great episode for those wanting to better understand the f...

Join Scott Fitzpatrick as he sits down with Veronica Peters; a psychologist, Juris Doctor, and also holds an MBA. With her deep expertise in family systems, Veronica explores the complexities that underpin family dynamics, from values alignment and intergenerational goals to the importance of effective communication. Together, Scott and Veronica delve into how advisers can better support Significa...

Please join Scott Fitzpatrick, Nim De Swardt, Kerrie Anderson and real life clients, Peter and Lara.  This podcast brings to life the real story of complex families and the advisers who stand beside them. In this episode, we take you on a remarkable seven-year journey - a succession plan that unfolded over time, shaped by trust, complexity and unwavering commitment. This is a story of family hands...

On today’s episode of The Gaf Podcast, I’m joined by David Werdiger - author, trusted confidant to significant families and a key contributor to the Ultra High Net Wealth Institute. David shares his perspective on the skills required to work effectively with significant families, how he approaches family dynamics and all that the Ultra High Net Wealth Institute has to offer. If you’re an adviser l...

In this episode, Scott Fitzpatrick sits down with Jason Chequer from the Linara Group for a wide‑ranging conversation on the evolving world of wealth management. Together, they explore the role of family offices, multi‑family offices, the changing expectations of high‑net‑worth clients and what the future holds for those managing complex wealth. The discussion goes deeper into what it truly means...

Join us for the final GAF podcast of the year featuring the man himself; Scott Fitzpatrick ! In this episode the microphone has been turned:  Brian Fitzpatrick - our Emotional Intelligence coach from The SAN team - sits down with Scott. Brian has been an integral part of Scott’s life - teacher, coach, matchmaker & mentor. In this candid conversation Scott shares his journey, his inspiration an...

Join Scott for the latest episode of The GAF, featuring Scott Whitla, Partner at McCullough Robertson. A long-standing SAN member and expert in Succession Law and mediation, Scott shares valuable insights on Family Rule Books—what they are, how to create them, and why they matter for advisers working with significant families. It's an episode not to miss! For further information: sanprofessionals....

Join Scott for our latest episode of The GAF where he chats with Diane Viola, from Positive Relating. Diane is a counsellor, coach and long time friend of Scott's who's passion and expertise lies in facilitating transformation in both individuals and families. In this podcast Diane shares her insights on working with families, along with suggestions on how an adviser in this space can look after t...

Join us on this episode of the GAF as Scott chats with Nim de Swardt, narrative practitioner, non-exec director and strategic adviser. Nim shares her passion for inter-generational storytelling, from starting her journey with the 7th generation Bacardi family to now recording over 140 narratives for families.  In addition to family storytelling, Nim's insights into the importance of personal brand...

Join us for the final podcast of the year as Scott chats with Sarah Metcalf from Collective Manifesto who gives us a fresh look at philanthropy. Sarah helps individuals, families and companies to 'give well' to causes that are important to them. As Sarah explains to Scott, philanthropy doesn't always mean giving money; it can be your time, treasure or talent. Just in time for Christmas, this podca...

Joining Scott on this episode of The GAF is David Werdiger, author, speaker, adviser & entrepreneur. Scott and David chat about the exciting opportunity that exists for advisers to work with Significant Families and help them on their journey. David shares his extensive knowledge on the subject, it's an episode not to be missed!   For further information: www.sanprofessionals.com.au www.davidw...

Join Scott on the latest episode of The GAF as he chats with Vanessa Stoykov, story-teller & CEO of Evolution Media. After 30 years in financial journalism, marketing & advertising, Vanessa has a depth of experience and knowledge of the industry and shares her insights and practical advice. Scott asks Vanessa for her top tips on personal brand building and how to position or re-position yo...

In this episode of The GAF we have the old dog and young pup, the mentor and the protege, Scott and Bart chatting about their respective journeys. Bart asks Scott to reflect on where he started and where he is now and to tell us who helped him along the way, what books keep him motivated and what's next. Scott, in turn, asks Bart about the frameworks he uses the most & how he integrates them i...

This episode Scott catches up with Stephanie Bown, Organisational Psychologist and author of Purpose, Passion and Performance. Scott and Stephanie delve into the world of Culture and Leadership, discussing what makes a good leader and the importance of a positive culture in the workplace. Oftentimes, it’s assumed that HR will take care of culture however, as Stephanie tells us, this isn’t their ro...

This latest episode of The GAF is all about data! Scott chats with Erin Evans, CEO and entrepreneur from Intelligen.  Erin's enthusiasm and ability to discuss the subject in the simplest of terms will make you think differently about how your business uses, stores and protects data.  As well as all things data, Scott and Erin discuss how Erin has a network of advisers to help navigate the challeng...

On this episode of The GAF, Scott is joined by Alan Duncan, Co-Founder and Executive Director of the Private Wealth Network (PWN). Scott and Alan cover a range of topics from the entrepreneurial path in establishing PWN with Co-Founder Richard Milroy right through to what the significant families involved with PWN are looking for in an adviser. They also discuss the upcoming Private Wealth Advisor...

In this episode of our Entrepreneurial Series, Scott chats with Cass Sasso from the Wander group.  Cass shares with Scott her entrepreneurial journey so far, beginning with an idea born over pizza and red wine and the desire to design accommodation that is sustainable, which gives back to regional communities and creates meaningful experiences for the guests that stay there.  Scott and Cass discus...

Continuing our Entrepreneurial Series; in this episode Scott peaks with Nivin Thanabalan from Integral Insights. Nivin helps entrepreneurs skill up and build the infrastructure necessary to go on the capital raising journey. Not only does Nivin provide valuable tips and tricks for the entrepreneur, Scott and Nivin discuss the role of the adviser in the entrepreneur's journey.  It's a fantastic lis...

Join Scott on this episode of the GAF where he kicks off the Entrepreneur Series with Ryan Sharpley, implementer of EOS; Entrepreneurial  Operating System.  Ryan explains how he works with entrepreneurs and businesses to help them clarify, simplify and achieve their vision. For further information: 1. The GAF Essentials - https://thegaf.com.au/product/gaf-essentials/ 2. SAN - https://thegaf.com.au...

In this episode Scott welcomes David Johnstone from Experti back to the GAF. David was one of our first guests on the show and he is back to share more of his wisdom around advisory boards. David explains the role of an advisory board, why they are important and what skills are needed to be part of one. Listen and learn from one of the best!   1. The GAF Essentials - https://thegaf.com.au/product/...

In this episode of The GAF Nat Daley from Cruz Family Office takes Scott on a trip into the finance world of the future. Nat explains how he and his business partners are using technology to challenge the typical financial models with their open banking app, Cruz Money.  It's a fascinating look into the future of advice and the opportunities being created by technology.   If you'd like further inf...

In this podcast Scott chats with Founder and Director of Forte Asset Solutions Pty Ltd, Steve Prendeville about the changes in the wealth advisory industry, the trends Steve is seeing emerging and what we can expect to see in the future.   If you'd like further information on The GAF or The Significant Advice Network please go to our website: www.thegaf.com.au

On this episode of the GAF Scott catches up with Ken Petty, Managing Partner of the Gold Coast office at Minter Ellison. Ken talks about where he started, how he got to where he is today and what his next body of work looks like. A fantastic listen.   If you'd like further information on The GAF or The Significant Advice Network please go to our website: www.thegaf.com.au    

Join us on this edition of the GAF podcast as Scott & Brian Fitzpatrick take us through the Wheel of Life frameworks - both personal and for the adviser. You'll learn what this framework is, how to incorporate it into your adviser tool bag and  - most importantly - why you should.

In the latest episode of The GAF, Scott chats with Scott Young, Managing Director of Altus Financial.  Recently back from a study tour in the USA, Scott shares some insights into the future of the advice industry, in particular the opportunities surrounding advice for significant families.