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#289 Shaun Hunt – Transcript

Shaun is the Director and Principal Adviser at Hunt Wealth. He and Ben chat about the evolution of …

7 MAR 2022 – Monday Market Highlights – Transcript

This week we cover the continuing impact of the Russian invasion of Ukraine, US non-farm payrolls, US ISM …

#288 Fraser Jack – Transcript

Fraser is XY Adviser’s own Head of Media and Podcast Host. He catches up with Jess to pass …

#35 Wouter de Witt – Transcript

Wouter is a Certified Financial Planner at Liberty Group and Co-Founder at Gravitas Tax. He and Louis discuss …

The blueprint for the successful advice firm of the future #1 – Transcript

In this first instalment, Fraser Jack is joined by Shan Chung, Client Development Manager from the Macquarie Virtual …

#287 Gavin Glozier – Transcript

Gavin is the CEO and Principal Financial Adviser at Your Wealth Hub Advice and Vinarc. He and Ben …

28 FEB 2022 – Monday Market Highlights – Transcript

This week we cover the market impacts of the Russian invasion of the Ukraine, including the impact on …

Building lasting client relationships in Financial Advice with Emily Blanch – Transcript

In this episode, we have Emily Blanch, Head of Community at XY Adviser. Em is an absolute legend …

#286 Tim Farr – Transcript

Tim is the Chief Operating Officer at Virtual Business Partners. He joins Andrew to talk about his key …

#34 Mariette Tappan – Transcript

Mariette is a Certified Financial Transitionsist Planner at Adviceworx and Financial Transitionist Institute. She joins Louis to talk …