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#267 Kevin Smith – Transcript
Kevin is the Managing Owner of Pension Services, which deals with Centrelink and Age Care matters on the …
#23 H. Adam Holt – Transcript
Adam is the Founder and CEO at Asset-Map. He joins Louis to talk about the creation of Asset-Map, …
#266 Jordan Vaka – Transcript
Jordan is an Independent Financial Adviser at PlanningSolo. He and Fraser talk about his journey to becoming an …
Tax planning and other value proposition Financial Planners can offer with KP Bose Dasan – Transcript
In this episode, Gwen chats with Bose Dasan K Palasingam (KP Bose Dasan), Tax and Financial Planning Guru …
8 NOV 21 – Monday Market Highlights – Transcript
This week we cover the RBA monthly meeting, US Non Farm Payrolls, the US Federal reserve, the Bank …
#265 Natallia Smith – Transcript
Natallia is the Director and Principal Financial Adviser at TruWealth Advice. She talks about understanding who your niche …
#22 Mary J Fourie – Transcript
Mary is the Founder, Coach and Lead Lifestyle Financial Planner at My Journey 2 Freedom. She and Louis …
#264 Andrew Ferguson – Transcript
Andrew is the Managing Director at Webster’s Wealth Partners, which he runs alongside his wife, Stephanie.They had a …