Leading ideas and
research from the
``industry’s best.
#285 Hugh Robertson – Transcript
Hugh is the Managing Director and Senior Financial Adviser at Centaur Financial Services. He sits down with Ben …
21 FEB 2022 – Monday Market Highlights – Transcript
This week we cover the market impacts of the geopolitical tensions in Eastern Europe, the US FOMC minutes, …
The complexities of Expat financial advice and why this should be your niche with Joel Kerin – Transcript
In this episode, Gwen chats with Joel Kerin, a Senior Financial Adviser for Australians and Australian Expats at …
#33 Kirsty du Toit – Transcript
Kirsty du Toit is the Director of Financial Planning at Asset-Map. She and Louis chat about how the …
#284 Corey Wastle – Transcript
Corey is a Certified Financial Planner and co-founder at Verse Wealth. He chats with Ben about the skills …
Financial Adviser for ex-pats with Jarrad Brown – Transcript
In this episode, Gwen chats with Jarrad Brown, a Fee-based Financial Planner at Australian Expatriate Group – a …
#283 Kris Mason – Transcript
Kris is the Founding Partner at MBS Insurance. He joins Andrew to talk all things insurance, including where …
#32 Georgina Smith – Transcript
Georgina is Head Of Distribution and Client Servicing for STANLIB and INN8 Platform, and the Head of Wealth …
#282 James Wrigley – Transcript
James is a Principal at First Financial. He returns to the XY Podcast to discuss the lessons he’s …
Starting your Financial Planning Business: what to do and where to find support with Clayton Daniel – Transcript
In this episode, we have Clayton Daniel who is a former Financial Adviser, author and Managing Director at …