Wealth Management Podcast Network

Ahead of the Women in Finance Summit and Awards 2023, we're catching up with some of the leading women in the financial services space. Joanna James is an advocate for constant reinvention and resilience, having adapted to change over her career in the finance space herself. Having worked in the lending space for more than 20 years – including as the general manager of non-bank lender Mortgage Ezy...

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Raymond Hempstead, founder and managing director at Supavest, to discuss how SMSF members can invest in property. Mr Hempstead explains the taxation strategies and incentives to invest in house and land builds through an SMSF, and the different options available to members that they may not be aware of. Listen as they discuss:...

Momentum Media Editor Maja Garaca Djurdjevic sits down with Financial Services Minister Stephen Jones In this conversation, Minister Jones shares his candid assessment of the progress in financial advice, discusses his goals for the industry, addresses criticism surrounding his approach to the Quality of Advice Review, and delves into the role of superannuation funds, banks, and insurers in shapin...

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Kelly Power, chief executive officer of superannuation at Colonial First State, to discuss the recent CFS research on the value of financial advice. The research, conducted by CFS, shows that 53 per cent of Australians aged 16 to 39 are open to financial advice. Ms Power examines what this means for the way we understand you...

Ahead of the Women in Finance Summit and Awards 2023, we're catching up with some of the leading women in the financial services space. Tanya Sale co-founded mortgage aggregation group outsource Financial with Andrea Tassis 13 years ago, with Tanya now one of the very few female chief executives in the mortgage industry. In this episode, Annie Kane sits down with Tanya Sale to find out: How a pigg...

In this episode of the SMSF Adviser Show, host Keith Ford is joined by George Haramis, the CEO of moneyGPS and accountantsGPS, to discuss how digital advice services can assist SMSFs. Mr Haramis explains why he launched accountantsGPS to help accountants and advisers within the SMSF space, and how his decades of experience in the industry have informed the business and its focus. Listen as they di...

In this week's episode of Relative Return, host Maja Garaca Djurdjevic speaks to David Ashton, senior portfolio manager at Macquarie, about how long it could be until Australia sees an interest rate cut. Listen as they discuss: How long interest rates could be on hold. Why the current market environment isn't a repeat of the 1970s. The impacts of geopolitics on the economy and markets. The benefit...

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by George Haramis, the CEO of moneyGPS and accountantsGPS, to discuss the rise of digital advice in the financial services industry. With over 30 years of experience in the financial services industry, Mr Haramis provides valuable insights into the development and growth of digital advice, and why incorporating digital advice i...

In this week's episode of Relative Return, host Maja Garaca Djurdjevic speaks to Patrick Clarke, general manager of retirement solutions at Generation Life, to discuss how super funds can help members transition into retirement. Listen as they discuss: The 4.2 million Baby Boomers heading into retirement. Super funds' efforts to meet the Retirement Income Covenant. How to encourage retirees to spe...

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Hans Egger, founder and managing director of Astute Wheel, to discuss how digital advice can enhance the client-adviser relationship. Mr Egger explains how digital advice is a much broader term than robo-advice, and how implementing tech-driven solutions can provide efficiencies and ease the challenges financial advisers fac...

Tim Steele, chief executive officer at Class, and Jo Hurley, general manager, growth at Class, join the SMSF Adviser Show to talk about the findings of their annual Benchmark Report . Mr Steele and Ms Hurley explain that younger generations are driving new SMSF establishments, but growth in the sector is also being aided by greater longevity for older SMSF members. The pair also cover the superann...

In this week's episode of Relative Return, host Maja Garaca Djurdjevic speaks to Adam Scully, senior portfolio manager at Alexander Funds Management, to help investors demystify credit and fixed income funds. Listen as they discuss: Exploring the differences between credit and fixed income The role they can play in portfolios How interest rates affect bond and credit portfolios Considerations when...

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Adele Martin, founder of My Money Buddy and the Savings Squad podcast, to discuss how she is giving back through her business. Ms Martin touches on how and why she implemented a profit first model in her business and speaks about why setting aside funds for charitable donations and random acts of kindness is important to her...

In this episode of Relative Return, host Maja Garaca Djurdjevic chats to James Martin, managing director and head of global client solutions at Hamilton Lane, about why true democraticisation of private markets is still on the horizon. Listen as they discuss: Challenges to accessing private equity Solving the illiquidity problem of private market investments Why Australia is leading the way global...

In this episode of the ifa Show, Keith Ford is joined by the CEO of moneyGPS and accountantsGPS, George Haramis, to discuss the impact of the government's response to the Quality of Advice Review (QAR) and the future of digital advice in Australia. Mr Haramis touches on the progress of the proposed digital advice association and whether the government's slow progress on the QAR has had an impact....

George Haramis, CEO of moneyGPS and accountantsGPS, joins the SMSF Adviser Show to discuss the impact of the government's response to the Quality Advice Review (QAR) and the future of digital advice in Australia. Mr Haramis touches on the progress of the proposed digital advice association and whether the government's slow progress on the QAR has had an impact. He also covers the role of super fun...

In this week's episode of Relative Return, host Phil Tarrant speaks to Shane Hurst, Managing Director and Senior Portfolio Manager at ClearBridge Investments, winner of this year's Infrastructure Fund of the Year. Listen as they discuss: His 20-year love of global listed infrastructure investing The firm's win at this year's Fund Manager of the Year Awards Why risk management is the most important...

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by co-host Keith Ford to discuss the recent concerns raised by Sarah Abood, CEO of the Financial Advice Association Australia (FAAA), about ASIC levies and the role advisers play in ensuring Aussies retire comfortably. Maja and Keith take a closer look at ASIC's cost recovery implementation statement and share why the FAAA's CE...

In this episode of Relative Return, host Maja Garaca Djurdjevic chats to Gary Monaghan, investment director for Asian equities at Fidelity, about opportunities in Asia and the firm's recent win at the Fund Manager of the Year Awards. Listen as they discuss: Why Chinese technology doesn't equal all Asian technology stocks How the US sanctions have helped China The firm's win at this year's Fund Man...

In this episode of the ifa Show, stand-in host Keith Ford chats to Peter Johnston, executive director of the Association of Independently Owned Financial Professionals (AIOFP), to discuss the proposed good advice legislation and the power advisers have to lobby the government. Mr Johnston explains why he believes the good advice standard would be detrimental to consumers and gives his thoughts on...

Simon Aboud, chief product and marketing officer at Allianz Retire+, joins the SMSF Adviser Show to talk about retirement income solutions. Mr Aboud explains why longevity risk is such a concern for retirees and advisers, and how Allianz Guaranteed Income for Life (AGILE) can help mitigate these issues. He also covers the need for greater innovation with retirement income products and how product...

In this week's episode of Relative Return, host Phil Tarrant speaks to Justin Blaess, co-founder and portfolio manager at Quay Global Investors and winner of this year's Global Property Securities Fund of the Year. Listen as they discuss: The importance of a global approach to property investment The property winners and losers from COVID-19 Maintaining a highly concentrated and low turnover portf...

In this special episode of the ifa podcast, our host is joined by QAR review lead Michelle Levy and FAAA CEO Sarah Abood to discuss the government's QAR response. This podcast brings you an audio version of our recent webcast hosted by ifa editor Maja Garaca Djurdjevic who was joined by QAR lead Michelle Levy and the CEO of the Financial Advice Association Australia, Sarah Abood. Ms Levy and Ms Ab...

Greg Hansen, Executive, Group Strategy at HUB24, and Jo Hurley, General Manager, Growth at Class, join the SMSF Adviser Show to talk about Millennials entering the SMSF space. Mr Hansen and Ms Hurley explain what is causing the expansion of the SMSF sector and how technological advancements enable customised SMSF service offerings for Millennials. The pair also cover how advisory firms are adaptin...

In this week's episode of Relative Return, host Phil Tarrant speaks to Jonathan Ng, head of investments at Reach Alternative Investments, to discuss digital disruption and how the boutique plans to scale up the business.    Listen as they discuss: Democratising investment for smaller clients  The attractiveness of private markets  Gaining traction with financial advisers Building bespoke technolog...