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#316 Captain FI – Transcript

Captain FI is a Retired Aussie Pilot and the Host of CaptainFI Blog and the Financial Independence Podcast. …

The blueprint for the successful advice firm of the future #2

In this second instalment, Fraser Jack sits down with Shan Chung, Client Development Manager from the Macquarie Virtual …

The blueprint for the successful advice firm of the future #2 – Transcript

In this second instalment, Fraser Jack sits down with Shan Chung, Client Development Manager from the Macquarie Virtual …

#315 Brett Evans

Brett is a Managing Director (EMEA) and Financial Planner at Atlas Wealth Management. He joins Ben to discuss …

#315 Brett Evans – Transcript

Brett is a Managing Director (EMEA) and Financial Planner at Atlas Wealth Management. He joins Ben to discuss …

6 JUN 2022 – Monday Market Highlights

This week we cover US Consumer confidence data and Non-Farm Payrolls, Australian Q1 GDP, AGL, Origin Energy, and …

6 JUN 2022 – Monday Market Highlights – Transcript

This week we cover US Consumer confidence data and Non-Farm Payrolls, Australian Q1 GDP, AGL, Origin Energy, and …

#314 Rob McGregor

Rob is the Co-Founder of McGregor Wealth Management and GPS Wealth. He and Jess talk about best-of-breed client …

#314 Rob McGregor – Transcript

Rob is the Co-Founder of McGregor Wealth Management and GPS Wealth. He and Jess talk about best-of-breed client …

The 12 Steps of a Managed Accounts Journey #1

In this first episode we cover the first three steps of implementing a Managed Account Solution, including where …