Financial Services Podcast Network

By: Momentum Media
  • Summary

  • Financial Services Podcast Network is the gateway to Australia’s leading financial services shows including Relative Return, InvestorDaily Uncut, The IFA Show and The SMSF Adviser Show. Tune in for the latest news, in-depth analysis and exclusive interviews with some of the biggest names in wealth management. Relative Return is a weekly podcast that gets you closer to the people, products and strategies shaping Australia's financial services industry. From super funds and investment managers to economists and advisers, Relative Return explores the many moving parts of Australia's wealth management industry. Investor Daily Uncut is your essential guide to the biggest news and headlines in financial services this week. Join the Investor Daily team for a wrap of the top stories and what they mean for the industry, markets and the economy. The ifa Show is your guide to the stories behind the headlines in financial advice. Join the ifa team as they discuss the latest developments in the advice sector. The SMSF Adviser Show features insights from the leading experts in the SMSF industry and explores the biggest themes shaping the SMSF landscape today. Join us as we dive into the latest headlines and developments in the industry.
    All rights reserved
    Show more Show less
Episodes
  • IFA: Financial advice at the Olympics – Learning from the track
    Sep 16 2024
    In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Olympian and financial adviser at HLB Mann Judd Sarah Carli to discuss her experience at the 2024 Paris Olympics and the importance of being well prepared both on and off the track.
    Having competed in the 400-metre hurdles at the recently completed Paris Games, Carli explains the thought process of transitioning to retirement from athletics and dedicating more time to her financial advice career.
    Listen as they discuss:
    • Readjusting to an office environment after competing in the Olympics.
    • How a career as a track athlete has helped her become a better adviser and vice versa.
    • Why financial advice is an appealing career for young people who may not know what it entails.
    Show more Show less
    18 mins
  • SMSF: Understanding planning and strategies for older clients
    Sep 13 2024
    In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Peter Johnson, director of Advisers Digest, to give a sneak peek at his upcoming session at the SMSF Adviser Technical Strategy Day and why it’s vital to understand the evolving needs of older clients. Johnson explains some of the opportunities that are available for older clients as the intersection between contributions and pensions grows and how to deal with uncertainty through careful forward planning.

    Listen as they discuss:
    • How clients are trying to preserve as much of their SMSF assets to pass on to their children.
    • The impact that the $3 million super tax will play in designing strategies.
    • Why CGT should be top of mind for small-business owners well before they enter retirement.
    Show more Show less
    32 mins
  • IFA: The future of single practitioner advice firms
    Sep 9 2024

    In this episode of The ifa Show, host Maja Garaca Djurdjevic and Eugene Ardino, CEO of Lifespan Financial Planning, explore the challenges that single adviser firms face and why they have an important place in the market.

    Ardino explains what the future holds for these firms and how reductions in red tape will make life easier, as well as how outsourcing arrangements can free the adviser to spend more time providing advice rather than in the back office dealing with admin tasks.

    Listen as they discuss:

    • Why advisers need to decide early if they want to remain a single practitioner firm.
    • The difference between working as an adviser and running an advice firm.
    • How single practitioners can ensure they remain sustainable in the long run.
    Show more Show less
    31 mins

What listeners say about Financial Services Podcast Network

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.