Join Jay and Stephen Lee, CEO and founder of Fin365, as they dive into how technology and AI are transforming financial advisory services. From humble beginnings in Geelong to building a platform that now supports 160 advisory firms, Stephen shares the story of how small, incremental improvements paired with smart technology can dramatically increase efficiency, client reach, and service quality.

💡 Key Takeaways:

The power of incremental improvements over "big bang" solutions in financial services How technology and people combine to free advisors to spend more time with clients The impact of structured data and business intelligence on real-time decision making How AI and agentic tools are accelerating portfolio reporting and client insights without replacing humans.The importance of data security and best practices when leveraging AI in financial planning

Whether you are a financial advisor looking to scale your practice or simply curious about the intersection of technology, AI, and client service, this conversation offers practical insights from a decade-long journey in the industry

🔗 Connect with Stephen Lee on LinkedIn or learn more about Fin365:

https://www.linkedin.com/in/stephenhandley42

If you'd like to get in touch with us:

Facebook: https://www.facebook.com/burkebrittonfp

Instagram: https://www.instagram.com/burkebrittonfp

TikTok: https://www.tiktok.com/@burkebrittonfp

Spotify: https://open.spotify.com/show/5k17gfi5Kw10osJmeONLoU?si=cf8cd688f0bd4d6c

If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at https://www.bbfp.com.au or book a 15min call to see how we can help you via https://outlook.office365.com/book/BBFP@bbfp.com.au/s/Mch8gUZK6U2W9Lmg86-jmg2?ismsaljsauthenabled=true Burke Britton Financial Partners. You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706. Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

In this episode of the Fine Answers Podcast, Jonathan Tolub from InvestSense breaks down the latest market trends and shares insights on navigating uncertainty in 2026. From the geopolitical tensions in Iran and potential oil price shocks through the Strait of Hormuz, to the rise of AI and its impact on tech and software companies, we cover how these factors affect inflation, growth, and investment portfolios.

💡 Key Takeaways:
Base and worst-case scenarios for the Iran conflict and potential market impact. How energy prices and inflation could shape the global economy. Portfolio strategies for navigating short-term volatility. The long-term outlook for AI, tech, and software companies like Xero. The importance of diversification, valuation, and one-step-removed exposure to emerging trends.

Whether you're an investor, entrepreneur, or just curious about the intersection of geopolitics, tech, and markets, this episode offers actionable insights to help you stay informed and prepared.

Connect with the team:
https://www.investsense.com.au/investsense-team

If you'd like to get in touch with us:
Facebook: https://www.facebook.com/burkebrittonfp
Instagram: https://www.instagram.com/burkebrittonfp
TikTok: https://www.tiktok.com/@burkebrittonfp
Spotify: https://open.spotify.com/show/5k17gfi5Kw10osJmeONLoU?si=cf8cd688f0bd4d6c

If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at https://www.bbfp.com.au or book a 15min call to see how we can help you via https://outlook.office365.com/book/BBFP@bbfp.com.au/s/Mch8gUZK6U2W9Lmg86-jmg2?ismsaljsauthenabled=true Burke Britton Financial Partners. You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706. Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

Ever wondered what it takes to keep a small town cricket club thriving? 🏏

On this episode of the Fine Answers Podcast, Ben Kemp chats with Wes Grigg, President, Club Captain and all round legend at the Barrabool Cricket Club, about 44 seasons of cricket, community and building a club that feels like family.

From growing up in Ceres and running his own building business to mentoring juniors, supporting women's cricket and keeping volunteers motivated, Wes shares what makes a club more than just a place to play sport.

If you love stories about teamwork, leadership and community spirit, this one is for you.

Connect with the guys:

Instagram: https://www.instagram.com/barraboolcc/

Facebook: https://www.facebook.com/barraboolcc/

If you'd like to get in touch with us:

Facebook: https://www.facebook.com/burkebrittonfp

Instagram: https://www.instagram.com/burkebrittonfp

TikTok: https://www.tiktok.com/@burkebrittonfp

Spotify: https://open.spotify.com/show/5k17gfi5Kw10osJmeONLoU?si=cf8cd688f0bd4d6c

If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at https://www.bbfp.com.au or book a 15min call to see how we can help you via https://outlook.office365.com/book/BBFP@bbfp.com.au/s/Mch8gUZK6U2W9Lmg86-jmg2?ismsaljsauthenabled=true Burke Britton Financial Partners. You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706. Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

Let's be honest — most young people don't think about estate planning. It sounds like something for much later in life… right?

In this episode, we chat with Alannah Matchett from Harwood Andrews about why things like wills, powers of attorney, super, and even your digital accounts actually matter more than you might think.

We talk about what happens if you don't have a will, why your super could be worth a lot more than you realise, and the simple steps you can take now to make things easier for the people around you.

It's not as complicated (or scary) as it sounds — just a practical conversation about planning ahead.

🎧 Have a listen. Your future self will thank you.

Connect with the team: https://www.instagram.com/harwood.andrews/?hl=en

If you'd like to get in touch with us:

Facebook: https://www.facebook.com/burkebrittonfp

Instagram: https://www.instagram.com/burkebrittonfp

TikTok: https://www.tiktok.com/@burkebrittonfp

Spotify: https://open.spotify.com/show/5k17gfi5Kw10osJmeONLoU?si=cf8cd688f0bd4d6c

If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at https://www.bbfp.com.au or book a 15min call to see how we can help you via https://outlook.office365.com/book/BBFP@bbfp.com.au/s/Mch8gUZK6U2W9Lmg86-jmg2?ismsaljsauthenabled=true Burke Britton Financial Partners. You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706. Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

Why does every small business feel like it needs its own media team?

Jobe Neal and Ben Cook from Recreate join Jay to unpack the shift from "just running a business" to "being a content creator" and why strategy matters. From building trust and attracting top talent to creating high-quality content that actually converts, they share the real reasons businesses are investing in media today.

Key takeaways:

• Show your team, build trust and attract clients and talent

• Avoid the "likes dopamine trap" and focus on real results

• How purposeful, high-quality content grows your business

If you'd like to get in touch with us:

Facebook: https://www.facebook.com/burkebrittonfp

Instagram: https://www.instagram.com/burkebrittonfp

TikTok: https://www.tiktok.com/@burkebrittonfp

Spotify: https://open.spotify.com/show/5k17gfi5Kw10osJmeONLoU?si=cf8cd688f0bd4d6c

If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at https://www.bbfp.com.au or book a 15min call to see how we can help you via https://outlook.office365.com/book/BBFP@bbfp.com.au/s/Mch8gUZK6U2W9Lmg86-jmg2?ismsaljsauthenabled=true Burke Britton Financial Partners. You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706. Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

Interest rates are rising. Capital Gains Tax changes are being floated. Inflation isn't backing down. In this episode, we break down what's actually happening — and what (if anything) you should be doing about it.

We cover:

• CGT explained in plain English

• Why governments consider changing tax concessions

• Who rising rates really hurt — and who they help

• The importance of cash flow "hygiene" in uncertain times

No panic. No overreactions. Just practical financial clarity to help you stay strategic when headlines get loud.

If you want to make decisions based on process - not emotion - this episode is for you.

If you'd like to get in touch with us:

Facebook: https://www.facebook.com/burkebrittonfp

Instagram: https://www.instagram.com/burkebrittonfp

TikTok: https://www.tiktok.com/@burkebrittonfp

Spotify: https://open.spotify.com/show/5k17gfi5Kw10osJmeONLoU?si=cf8cd688f0bd4d6c

If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at https://www.bbfp.com.au or book a 15min call to see how we can help you via https://outlook.office365.com/book/BBFP@bbfp.com.au/s/Mch8gUZK6U2W9Lmg86-jmg2?ismsaljsauthenabled=true Burke Britton Financial Partners. You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706. Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.

In this episode of The Fine Answers Podcast Ben and Bridee unpack debt recycling what it is, who it is for and how it can help you build wealth while reducing bad debt.

Learn the key concepts real life examples risks and strategies for getting started plus why cash flow and timing are crucial. Whether you are just getting started with investing or looking to optimise your finances this episode is packed with insights for all ages.

Topics covered:

What is debt recycling and how it works Difference between good debt and bad debt Who benefits most from this strategy Practical examples and common mistakes to avoid Tips for managing risk and maximizing returns.

If you'd like to get in touch with us:

Facebook: https://www.facebook.com/burkebrittonfp

Instagram: https://www.instagram.com/burkebrittonfp

TikTok: https://www.tiktok.com/@burkebrittonfp

Spotify: https://open.spotify.com/show/5k17gfi5Kw10osJmeONLoU?si=cf8cd688f0bd4d6c

If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, admin@bbfp.com.au, visit our website at https://www.bbfp.com.au or book a 15min call to see how we can help you via https://outlook.office365.com/book/BBFP@bbfp.com.au/s/Mch8gUZK6U2W9Lmg86-jmg2?ismsaljsauthenabled=true Burke Britton Financial Partners. You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706. Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.