Podcasts about financial advisers

Send Us A Message! Let us know what you think.New Zealand's major banks have officially lifted variable mortgage rates following the Reserve Bank's latest 25 basis point OCR hike. What does this mean for your home loan, and how are fixed rates holding up? In this episode of the Week in Review, Debbie Roberts (Owner & Financial Adviser at Property Apprentice) breaks down the biggest property and finance headlines across Aotearoa. From National's proposed $300,000 income threshold for 5% deposit First Home Loans to Barfoot & Thompson's latest August sales figures signal an Auckland market tipping point, we deliver the practical insights you need to navigate today's property market. In This Episode:Floating Mortgage Rates Shift: All five major banks (ANZ, BNZ, ASB, Westpac, Kiwibank) have raised variable rates by 25bps. Discover why 92% of Kiwi borrowers remain insulated on fixed terms and what ASB's customer repayment data tells us about household resilience. Lessons From Australia's Property Market: Australian home values fell for a fifth consecutive month, led by Sydney (-7.1% from peak). We analyze why persistent construction bottlenecks mean structural supply shortages remain unresolved across the ditch. National's 5% Deposit Scheme Expansion: National proposes raising the First Home Loan income cap to $300,000, potentially opening low-deposit options to over 90% of households. We weigh the benefits against the 1.2% government mortgage insurance fee. Auckland Market Tipping Point: Barfoot & Thompson sales dropped to their lowest August volume since 2022 while median prices edged up to $955,000. What this stabilization means for active buyers and sellers. KiwiSaver Loophole Closed for Rural Workers: A new amendment bill will finally allow farm staff, rural teachers, and police officers in employer-provided housing to access their KiwiSaver for a first home or farm purchase. Free Financial Education & Events Want to build a resilient, cash-flowing property portfolio using proven, independent strategies? Join Debbie Roberts at our next live, free online event: How to Succeed with Property Investing. 

This is an exciting episode for us: our new book called Twelve Months to Financial Freedom has just launched in shops around the country. Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as we explore our favourite parts from the book, from the handy guide to budgeting and setting up a side hustle, to asking for a pay rise and getting started in shares.Pick up your copy of Twelve Months to Financial Freedom at Big W, bookshops or online now!---The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.

Every investment platform, adviser and super fund seems to ask the same thing: What's your risk profile? The problem is, most people have no idea what that actually means. Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they ask: are you taking the right amount of risk?Canna and Michael have written a book! Twelve Months to Financial Freedom will hit the shelves on September 1 - but you can preorder your copy right now.---The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.

What markets tell us historically Looking back, history tells us that markets never move in a straight line – there's always volatility and challenges. Milford Wealth Management Adviser Jas Gill talks with PJ and Matty from The Hits about some key things investors should focus on when investing for the long-term – including two top tips to hold tight during market volatility.  This podcast is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change. Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and the Milford Investment Funds. Please read the relevant Milford Product Disclosure Statement at milfordasset.com. Before investing, you may wish to seek financial advice. The disclosure statements of all Milford Financial Advisers contain more information and are available for free on request. For more information and to see our Financial Advice Provider Disclosure statement, please visit milfordasset.com/getting-advice

The “Henssler Money Talks” hosts turn their attention to the financial advice filling social media feeds. “Finfluencers” can introduce younger investors to valuable concepts like building credit, saving, and opening a Roth IRA, but popularity doesn't necessarily equal expertise. We discuss how to distinguish useful financial education from advice that's oversimplified, self-serving, or potentially risky — and why good financial habits still matter no matter where you get your advice.Original Air Date: August 22, 2026Read the Article: https://www.henssler.com/finfluencers-and-financial-advice-who-should-you-trust 

Fear & Greed is proud to share an episode of our sister podcast - How Do They Afford That? - out every Wednesday, wherever you get your podcasts.Today's episode is based on a listener question from Chris - who set an investing goal, and is now about to achieve it much earlier than they thought. Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they answer Chris's question about setting financial goals, and dealing with the volatility and fluctuations of markets. Canna and Michael have written a book! Twelve Months to Financial Freedom will hit the shelves on September 1 - but you can preorder your copy right now. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Trevor Greetham, Head of Multi-Asset at Royal London Asset Management, still measures market timing with a clock face borrowed from a 1930s newspaper. The idea dates back to a reference Trevor found from the London Evening Standard, a clock face marking out stages of the economic cycle: recession, recovery, late cycle, slowdown, each paired with the assets that historically perform well there. The problem, he explains, is that confirming exactly where you sit on that clock in real time is nearly impossible. Recessions are usually only confirmed months after they start, by which point markets have already moved on without you.Rather than guessing, Trevor's team at Royal London reads growth and inflation directly to estimate the current position. Falling inflation paired with strengthening growth points to recovery, favouring stocks. A slowdown paired with rising inflation points to stagflation, favouring commodities. This year, that reading has pointed to stagflation, with tensions in the Middle East cited as the driver, and it feeds directly into the team's daily tactical positioning.The conversation also brings in Robin Ellis, Director of Portfolio Management at St. James's Place, who talks through how Saint James's Place selects and vets the fund managers advisers ultimately rely on. He's candid about a trap he fell into earlier in his career, mistaking a confident conference speaker for a genuinely strong investment process, and why SJP now runs a weekly adviser podcast and curates its annual investment conference specifically to avoid that mistake. Trevor also explains why the phrase "passive multi-asset" doesn't really make sense to him, since clients rarely come to an adviser asking for a specific asset class, they come with a savings goal and a risk appetite that needs blending into a portfolio, not a label.Key takeaways from this episode:How the investment clock framework has been used to read markets since the 1930sWhy knowing exactly where you are in the economic cycle in real time is nearly impossibleHow Trevor's team uses growth and inflation indicators instead of guessworkWhy this year's read has pointed to stagflation, and what that means for portfolio positioningWhy Trevor believes "passive multi-asset" is a phrase that doesn't really hold upWhy a great conference speaker isn't always a sign of a great investment teamHow St. James's Place vets and curates the fund managers advisers ultimately rely onWhy SJP runs a weekly adviser podcast alongside its annual investment conferenceThis episode is for financial advisers who want a clearer framework for reading market cycles, and for anyone curious about how professional portfolio managers actually separate a good pitch from a genuinely good process.Learn more about Royal London Asset Management at royallondon.com , and about St. James's Place at sjp.co.uk. Financial Planner Life is sponsored by Redmill AdvanceWhether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.✅ Trusted by top UK firms

Is artificial intelligence really the next great technological revolution, or is it just another overhyped trend?In this episode Rory unpacks why GDP may not fully capture the value created by emerging technologies like artificial intelligence. From the rapid adoption of AI to the lessons learned from previous technological breakthroughs he discusses how innovation changes businesses, creates new opportunities and influences long-term investment outcomes.For a deeper dive into the ideas discussed in this episode, read our Canny View article: The GDP Trap: Why Technology Sceptics Keep Getting It Wrong.(00:00:45) Intro: AI, technology and economic change(00:01:30) Why GDP is still the main measure of economic success(00:03:01) Comparing AI with the motor car and the internet(00:04:46) How technology turns science fiction into reality(00:05:38) Why AI is being adopted so quickly(00:06:23) AI as a workplace assistant, not just a tool(00:08:25) Why technology benefits take time to show in the data(00:09:28) How to tell real innovation from a tech fad(00:10:52) What AI means for investors and the role of financial adviceRory O'Neill is a Financial Adviser as well as the Director and General Manager at Stewart Group, a Hawke's Bay and Wellington-based CEFEX-certified financial planning and advisory firm. Stewart Group provides personal fiduciary services, Wealth Management, Risk Insurance & KiwiSaver solutions. The Adviser Talk is available on all major streaming platforms, including Spotify and Apple Music.The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling 0800 878 961 or visiting our website, www.stewartgroup.co.nz Hosted on Acast. See acast.com/privacy for more information.

We often talk about the need to spend less. But today we're looking at the other side of the equation. Because sometimes the smartest financial decision isn't spending less money. It's spending money in the right place. Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they look at ten purchases that can actually save you money over the long run.Canna and Michael have written a book! Twelve Months to Financial Freedom will hit the shelves on September 1 - but you can preorder your copy right now.---The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.

What are you retiring to? Thinking about retirement involves more than just the financial implications. Milford Wealth Management Adviser Gareth Stythe talks to Toni, Jase and Sam on Coast, about the key things to consider to ensure you have the retirement you're dreaming of. This podcast is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change. Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and the Milford Investment Funds. Please read the relevant Milford Product Disclosure Statement at milfordasset.com. Before investing, you may wish to seek financial advice. The disclosure statements of all Milford Financial Advisers contain more information and are available for free on request. For more information and to see our Financial Advice Provider Disclosure statement, please visit milfordasset.com/getting-advice

Joint accounts or separate? Split bills 50/50? Invest together or keep it separate?Ask five couples how they manage money and you'll probably get five different answers.After buying her first home with her partner, Jess put the question to the Get Started Investing community and quickly realised there were plenty of different approaches. So she sat down with financial adviser Glen Hare to hear what he sees working best for the couples he advises, and how they navigate everything from bank accounts and budgeting to shared goals, different money personalities (saver v spender) and building a financial life together.Plus, producer Soph calls in from her honeymoon with a question many newlyweds face: should married couples combine their investments, or keep investing separately?Chapters:00:00:00 How Should Couples Manage Money?00:03:00 Separate Or Combine Your Finances?00:07:30 When Separate Money Stops Working00:12:53 Getting On The Same Financial Page00:15:15 When One Partner Hates Talking Money00:19:14 Should Couples Invest Together?00:23:30 The Tax Trap When Combining Investments00:27:18 What If Your Risk Tolerances Differ?00:31:22 The Money Conversation Every Couple NeedsIf you want to get in touch with Glen Hare we can put you in touch hereYou can follow Jess's journey further with regular updates on Instagram at getstartedinvesting_Links mentioned in this episode:

Think about it like Netflix, but for CPD. That's how David Tait, of Redmill Advance, describes the platform he's built for financial advisers, back on this week's episode to talk through it. Rather than static articles followed by a handful of multiple-choice questions, the platform's content is genuinely interactive: cards to flip, embedded videos you have to engage with, and many tests to work through along the way, specifically so advisers actually retain what they've studied rather than just logging hours.Firms can also automate the rollout of mandatory training across the year, spreading modules like AML, TCF, and whistleblowing training out on a schedule rather than leaving it to individual advisers to remember, a separate but equally practical piece of what the platform handles.Most advisers treat their annual CPD hours as a box to tick, something to squeeze in whenever there's time, often right before the deadline. David Tait sees that as backwards. His actual advice is to commit to three or four hours a month, every month, aiming each session at whatever gap in your knowledge is most relevant to the clients you're currently working with, rather than treating all 35 hours as one undifferentiated pile to clear at the last minute.David also talks through who actually uses the platform, a genuinely wide range, from four or five person practices right through to some of the largest financial services organisations in the UK, including SJP, Quilter, and Openwork. Larger firms tend to take the fully white-labelled version, everything branded in their own name, while smaller firms typically use the Redmill-branded platform instead, with the same content and reporting tools underneath either way.Key takeaways from this episode:Why David compares his platform to Netflix, and what that actually means in practiceWhy Redmill Advance's content is built to be interactive rather than a standard read-and-answer formatHow firms can automate the rollout of mandatory training like AML and TCF across the yearWhy David tells advisers never to cram their CPD hours at the end of the yearWhat a good monthly CPD strategy actually looks likeWhy the true purpose of CPD is staying sharp for clients, not just hitting a number of hoursWhat size firms actually use the Redmill Advance platform, from small practices to major UK namesThe difference between the white-labelled and Redmill-branded versions of the platformThis episode is for financial advisers who treat CPD as an annual scramble, and for firm owners and compliance leads evaluating whether their current training setup is actually working.Learn more about Redmill Advance at redmilladvance.com. Financial Planner Life is sponsored by Redmill AdvanceWhether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.✅ Trusted by top UK firms

Over the next 25 years, trillions of dollars will transfer to younger generations, primarily Gen Z and Millennials. We dive into new CFA Institute research on how younger generations are transforming financial advice through digital-first experiences, AI-powered personalization, values-based investing, and more collaborative adviser relationships. We learn what wealth management professionals must do today to prepare for The Great Wealth Transfer tomorrow.  Guest host, Kevin Max, editor of Enterprising Investor, speaks with authors of Next-Gen Investors: A Guide for Wealth Managers and Financial Advisers, Genevieve Hayman is Senior Manager, Macrosystems & Foresight, at CFA Institute and Ryan Munson, Senior Manager, Business Operations, Research and Policy Center at CFA Institute. 

Fear & Greed is proud to share an episode of our sister podcast - How Do They Afford That? - out every Wednesday, wherever you get your podcasts.Some investors swear by margin loans, while others won't go near them. So are they a powerful wealth-building tool, or a trap for the unprepared investor? Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they look at how margin loans can be used for investing, and some of the risks and pitfalls to avoid.Canna and Michael have written a book! Twelve Months to Financial Freedom will hit the shelves on September 1 - but you can preorder your copy right now. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.Find out more: https://fearandgreed.com.au/See omnystudio.com/listener for privacy information.

Laura Fordham's (Financial Adviser at Titan Wealth) route into financial planning wasn't planned. She spent her first year handling the job entirely alone, while her client bank was still small. She lays out exactly what that year looked like in conversation with Sam Oakes this weekLaura Fordham's route into financial planning wasn't planned. She started out on maternity cover in an admin role at Barclays Wealth, and it was proximity to the financial planning job , printing client packs and greeting people in the office, that first got her curious about the profession. From there she trained through the St. James's Place Academy, deliberately choosing to stay client-facing rather than build a partner practice of her own, and later moved into an independent firm,  before they were eventually acquired by  Titan Wealth.Laura is candid about how tough the early years actually were. Building a client bank from scratch inside a heavily regulated industry took what she describes as an "eat what you kill" mentality: real drive, real setbacks and small wins that made the whole thing worth it. She's just as direct about what came later: leaving St. James's Place for independence, learning how to build professional connections with accountants and solicitors without ever resorting to a hard sell, and the responsibility of inheriting clients through acquisition who never chose her as their adviser in the first place.The conversation closes on a wider industry issue. Only around 16% of financial planners are women, and Laura shares her own view on why more women should consider the career, along with what she's doing within her own client base to encourage more engagement from  the female clients in the couples that she looks after.Key takeaways from this episode:How an admin role at Barclays Wealth led Laura into financial planning, almost by chanceWhat building a client bank from nothing demandsWhy Laura chose to stay client-facing rather than build her own businessHow to build professional referral connections without a hard sellWhat it takes to win over clients who arrive through acquisition rather than their choiceOnly around 16% of financial planners are women and what Laura believes needs to changeLearn more about Titan Wealth at www.titanwealth.com.Financial Planner Life is sponsored by Redmill AdvanceWhether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.✅ Trusted by top UK firms

When it comes to ethical investing, the choices aren't always as straightforward as they seem. What qualifies as ‘green'? How can investors distinguish between genuine positive impact and greenwashing? And where do the shades of grey sit within an increasingly complex investment landscape?To explore these questions, we're joined by my Ethical Investment Advisers team member Luke Price, who will help us look beyond simple labels and better understand the nuances of ethical investing.Luke is a Financial Adviser with over 17 years of experience in the financial services industry. He holds a Bachelor of Business majoring in Finance, a Diploma in Financial Services, and has also completed the Accredited Aged Care Professional program. Luke is the head of research, compliance and portfolio management in our Ethical Investment Funds Management team and we work closely together in our Investment Committee. Like myself, he is a member of the Ethical Advisers' Co-Operative and is an Authorised Representative in our EIA team.We hope you enjoy this discussion with Luke Price of Ethical Investment Advisers. We wish to acknowledge the traditional custodians of the land we recorded on, the Wardandi Noongar people. We pay our respects to them and their culture; and to elders past, present and emerging. You can find out more about Luke and EIFM here. For more information about James Baird, JustInvest Financial Planning and Ethical Investment Advisers see: justinvest and ethicalinvestment.   

Is whole life insurance really as bad or as good as people claim? Tom Wall, PhD in retirement income planning examines 100 years of historical data to challenge common assumptions about whole life insurance, retirement planning, risk, and portfolio construction. Learn how whole life compares to traditional fixed-income investments, why it may improve financial flexibility, and where it fits in a modern financial plan. Watch the Interview on Youtube for Visuals - https://youtu.be/BCbeUOk5mXoWant to See If Whole Life Insurance Can Improve Your Financial Plan? Schedule Your Clarity Call Here: https://bttr.ly/bw-yt-aa-clarity Want Us To Review Your Permanent Life Insurance Policy? Click Here: https://bttr.ly/yt-policy-review Want To 10X Your Life Insurance Sales? Learn More About Whole Life Masterminds: https://www.wholelifemasterminds.com/ Learn More About BetterWealth: https://betterwealth.com Chapters: (0:00) Introduction: The Whole Life Debate (0:33) The Financial Adviser's Crisis of Confidence (3:36) The End of the Bond Bull Market (5:36) The History & Purpose of Mutual Insurers (7:09) Human Capital vs. Financial Assets (8:06) Do You Need Permanent Insurance? (9:15) Anatomy of a General Investment Account (10:29) How Dividend Interest Rates are Determined (12:31) Eliminating Risk through Insurance Guarantees (14:03) Improving Portfolio Efficiency: The Sharpe Ratio (16:24) The Two Hurdles: Qualification and Patience (16:40) Understanding Cash Value Growth Illustrations (19:15) The Art of Positioning Whole Life Insurance (21:54) Strategic Financial Leadership for Clients (26:07) Retirement Income Planning: "Can I Take It?" (28:53) The Puzzle of Retirement Income (29:51) Redefining ROI: Return on Income (31:32) Advanced Planning: Replacing Hoarded Wealth (33:33) Summary: The Strategic Asset for Financial Security DISCLAIMER: https://bttr.ly/aapolicy *This video is for entertainment purposes only and is not financial or legal advice. Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Some investors swear by margin loans, while others won't go near them. So are they a powerful wealth-building tool, or a trap for the unprepared investor? Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they look at how margin loans can be used for investing, and some of the risks and pitfalls to avoid.Canna and Michael have written a book! Twelve Months to Financial Freedom will hit the shelves on September 1 - but you can preorder your copy right now.---The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.

Investing for the long term means not chasing stocks or locking in losses. What does that actually mean? Management Adviser Jas Gill talks explains to PJ and Matty from The Hits and talks through how to plan ahead to stay the course.   This podcast is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change. Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and the Milford Investment Funds. Please read the relevant Milford Product Disclosure Statement at milfordasset.com. Before investing, you may wish to seek financial advice. The disclosure statements of all Milford Financial Advisers contain more information and are available for free on request. For more information and to see our Financial Advice Provider Disclosure statement, please visit milfordasset.com/getting-advice

Maxine Muller, Financial Adviser at Liberty, joins us to explore why financial planning should begin with your life, your aspirations and your responsibilities, and how putting the right plans in place today can help protect the people you love tomorrow. Views and News with Clarence Ford is the mid-morning show on CapeTalk. This 3-hour-long programme shares and reflects a broad array of perspectives. It is inspirational, passionate and positive. Host Clarence Ford’s gentle curiosity and dapper demeanour leave listeners feeling motivated and empowered. Known for his love of jazz and golf, Clarrie covers a range of themes including relationships, heritage and philosophy. Popular segments include Barbs’ Wire at 9:30 am (Mon-Thurs) and The Naked Scientist at 9:30 on Fridays. Thank you for listening to a podcast from Views & News with Clarence Ford Listen live on Primedia+ weekdays between 09:00 and 12:00 (SA Time) to Views and News with Clarence Ford broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/erjiQj2 or find all the catch-up podcasts here https://buff.ly/BdpaXRn Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

This episode is a little different but it's one that could genuinely make a difference to your future. We're joined by Hannah Hines, Financial Adviser at Apex Financial Services, to break down the world of money, financial planning and preparing for life beyond service. With more than 15 years of experience across banking and financial services, and a Master of Financial Planning, Hannah is passionate about helping everyday Australians make informed financial decisions without all the confusing jargon. What makes this conversation especially relevant to our community is Hannah's close connection to the Defence family. With immediate family members who have served in the Air Force, Navy and Army, she understands many of the unique opportunities and challenges that serving members, veterans and their families face. Please note: The information discussed in this episode is general in nature and is provided for educational purposes only. It is not personal financial advice. Always seek advice from a qualified financial adviser before making decisions about your finances, investments, superannuation or insurance. * MoneySmart - https://moneysmart.gov.au/* MoneySmart Budget Planner - https://moneysmart.gov.au/budgeting/budget-planner* Good Schools Guide (Australia) - https://www.goodschools.com.au/ It'll Take A Tribe Community Food Bank Open - FacebookFind us on Instagram and Facebook. Facebook InstagramThis podcast proudly sponsored by Gravel Empire Holdings - InstagramCuzkell – InstagramElite Boxing Club Adelaide - InstagramMerch available CREW Apparel & Print | Shop Custom Apparel NowLike. Subscribe. Tell your mates.YOU'RE NEVER ALONE! Hosted on Acast. See acast.com/privacy for more information.

The key things to know when starting to invest When's the best time to start investing? Milford Wealth Management Adviser Jess Travers shares the answer with Toni, Jase and Sam on Coast, and explains why dollar cost averaging and diversification are key strategies when it comes to investing. This podcast is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change. Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and the Milford Investment Funds. Please read the relevant Milford Product Disclosure Statement at milfordasset.com. Before investing, you may wish to seek financial advice. The disclosure statements of all Milford Financial Advisers contain more information and are available for free on request. For more information and to see our Financial Advice Provider Disclosure statement, please visit milfordasset.com/getting-advice

In this episode of MM Talks, Kimberley Dondo, Tom Browne, and Dan Cooper are joined by Rory McLaren, Chief Technology Officer at Dynamic Planner, to explore the rapid evolution of artificial intelligence in financial services. They discuss practical uses like hyper-personalised reviews, the importance of prompts and clean data, governance and evaluation standards, regulatory concerns, and the need to keep humans in the loop to maintain expertise and avoid unintended risks.

What do financial advisers actually do? Am I ready for financial advice? $10k has landed in my account, what do I do?! On this week’s Deep Dive, Victoria invites friend-of-the-pod Daisy Egan, financial adviser with Everest Wealth to answer all of your pressing (and pure unhinged) financial questions. And sure, while some of them are normal and fine and reasonable, others verge on despicable. Come to learn about the largest portfolio size Daisy’s ever managed (Spoiler: there are many zeroes involved). Stay for the spicier q’s including: ‘I’m waiting for my nan to pass away. What things do I need to put in place tax-wise?’, ‘Have you ever told someone that they can’t afford to have a child?’. And ‘What are some sneaky tips to help me financially prepare to leave my husband?’. Nosy parkers, assemble! EVEREST PRIVATE WEALTH: Like what you’ve heard? Reach out to Daisy and the Everest Wealth team to book your consult at everestwealthgroup.com.au/booking INVESTING Q’S? Here’s a blog dedicated to all of the investing questions you were too afraid to ask. Search ‘investing’ at shesonthemoney.com/blog. TAKE CHARGE: Your personal finances won’t control themselves. Here’s a playlist to help you do it: https://open.spotify.com/playlist/3Q7i1EuswTgUAZL4pLSPaQ?si=-8Ej6rqdR4GEquJRHFgGBQ New here? Follow us on Instagram (@shesonthemoneyaus) for Q&As, bite-sized advice, daily money inspo... and relatable money memes that just get you. Acknowledgement of Country By Nartarsha Bamblett (nartarshabamblett.com.au) The advice shared on She's On The Money is general in nature and does not consider your individual circumstances. She's On The Money exists purely for educational purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Victoria Devine and She's On The Money are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 4451289See omnystudio.com/listener for privacy information.

Today's episode is based on a listener question from Chris - who set an investing goal, and is now about to achieve it much earlier than they thought. Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they answer Chris's question about setting financial goals, and dealing with the volatility and fluctuations of markets. Canna and Michael have written a book! Twelve Months to Financial Freedom will hit the shelves on September 1 - but you can preorder your copy right now. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.

Hardy Michel is the founder of Marloo, an AI tool for financial advisers, and one of the most unusual things you'll hear him say as a tech founder, is that he'd rather you didn't sign a long-term contract for AI - even though it works against him commercially!Spending years working behind the scenes at retail investing platforms, Hardy Michel watched the same pattern play out again and again: people wanting to do the right thing with their money, then panicking and getting it wrong the moment markets got volatile. That observation, more than any grand plan, is what eventually led him to found and build "Shares" in New Zealand, which grew to over 20% of the country's population as users and 250 employees, and later Lightyear, launched across 22 European countries.Rather than build another consumer-facing platform, Hardy chose to focus on advisers directly. He and his co-founder spent six months embedded inside advice firms across the UK and Australia researching the profession before building Marloo, shadowing every role from managing director to paraplanner to understand exactly where time and energy were being lost. What that research surfaced was a profession where a single one-hour client meeting can generate ten hours of follow-up work. Hardy says Marloo can cut an annual review report from 3 hours down to 20 minutes.The conversation also covers a candid warning: Hardy tells advisers not to lock into long-term AI contracts, even though it works against Marloo's own commercial interest, because he's seen firms overpromised and under-delivered by competitors who don't keep pace. He also addresses how Marloo handles client data differently to advisers using ChatGPT or Claude directly, and where he sees AI fitting alongside, rather than replacing, a firm's CRM.Key takeaways from this episode:Why Hardy believes the real gap in financial advice is access, not qualityHow a one-hour client review meeting can generate ten hours of follow-up adminWhy Hardy says Marloo can cut an annual review report from three hours down to 20 minutesWhy Hardy and his co-founder spent six months researching inside advice firms before building MarlooWhy Hardy advises against long-term AI contracts, even though Marloo only offers monthly onesHow Marloo's data handling differs from advisers using ChatGPT or Claude directlyWhy Hardy sees AI as a complement to a firm's CRM, not a replacement for itThis episode is for financial advisers and firm owners weighing up whether an AI tool is worth adopting, and for anyone curious about the research that goes into building software for a profession this heavily regulated.Visit https://www.marloo.com/us  to try Marloo.Financial Planner Life is sponsored by Redmill AdvanceWhether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.✅ Trusted by top UK firms

When markets wobble, should investors take action or stay the course?In this episode, Tim and Rory unpack the difference between market signal and market noise. From breaking news and social media panic to global events like the GFC, Covid and market crashes, they explain why emotional reactions can derail long term financial success and what investors should focus on instead. (00:00:26) Intro: Separating market facts from market noise(00:01:24) Understanding the difference between signal and noise(00:02:11) Why investor emotions can lead to poor decisions(00:03:11) The risks of reacting to headlines and market volatility(00:05:01) When to review your KiwiSaver and investment settings(00:06:33) Why market downturns can benefit long term KiwiSaver investors(00:07:55) The challenge of sticking to a financial plan during uncertainty(00:09:01) Key takeaway: ignore the noise and focus on long term goalsRory O'Neill is a Financial Adviser as well as the Director and General Manager at Stewart Group, a Hawke's Bay and Wellington-based CEFEX-certified financial planning and advisory firm. Stewart Group provides personal fiduciary services, Wealth Management, Risk Insurance & KiwiSaver solutions. The Adviser Talk is available on all major streaming platforms, including Spotify and Apple Music.The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling 0800 878 961 or visiting our website, www.stewartgroup.co.nz Hosted on Acast. See acast.com/privacy for more information.

A wealthy mindset is as much about what you don't spend on money as what you do.Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson explore the list of the ten things wealthy people don't waste money on (and why).Canna and Michael have written a book! Twelve Months to Financial Freedom will hit the shelves on September 1 - but you can preorder your copy right now. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.

Everyone says they want to invest in AI... but what should you actually buy?Do you buy Nvidia? An AI ETF? The Nasdaq? Or are you already getting AI exposure through the investments you own?After hearing about AI infrastructure and wondering whether she'd missed the semiconductor boom, Jess found herself asking the same question many beginner investors face: where do you even start?This week, Jess is joined by Owen Raszkiewicz, Financial Adviser at Rask and host of The Australian Finance Podcast, to unpack the different ways investors can get exposure to AI, helping you understand what you're really buying and how to choose the approach that's right for you.Plus, Owen answers a community question from Liam about adding AI exposure to a satellite portfolio.For more regular updates on Jess' journey, you can follow her on instagram at getstartedinvesting_Chapters:00:00:00 Where Should You Invest In AI?00:02:30 You Already Own More AI Than You Think00:09:22 Picking Your AI Bet Without Guessing00:16:00 The Hidden Winners Behind AI Growth00:21:28 Why Software Beats Hardware Over Time00:27:27 How To Build An AI Portfolio That LastsLinks mentioned in this episode:

There’s a lot of financial advice that’s been around forever: work hard, buy a house, stay loyal and save 10 per cent of your income. But how much of that is relevant anymore? Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson make a list of the financial advice that doesn't work anymore.Canna and Michael have written a book! Twelve Months to Financial Freedom will hit the shelves on September 1 - but you can preorder your copy right now. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.

Most people think they know what they earn. Salary. Hourly rate. Take-home pay. But that’s not the full picture. Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they explore the idea of the 'true hourly wage,' and how it changes the way you think about work, money and the FIRE (financial independence, retire early) movement.Canna and Michael have written a book! Twelve Months to Financial Freedom will hit the shelves on September 1 - but you can preorder your copy right now. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.

Romany Youell, Founder of The Finance Woman, qualified as the UK's youngest ever financial adviser at 18 after dropping out of college at 16. By 24 she had built a £10 million financial planning business. But the journey between those two moments nearly broke her.In this episode of Financial Planner Life, Sam Oakes sits down with Romany to hear the full story. How she grew up going to client meetings with her dad from the age of 11. How she dropped out of college at 16 and qualified as a mortgage adviser before most of her peers had finished their A-levels. How Quilter Financial Adviser School made a one-year exception to let her in early. And how, after becoming the UK's youngest financial adviser, she spent two to three years being told she would never succeed because she was a woman and nearly walked away from the profession entirely.The turning point came at a women in business networking event she almost cancelled. Six women around a table. One conversation. And the moment she realised it was not just her who did not fit into the industry. There was a whole community of people being left out of it. She went home that night and set up The Finance Woman.This is an episode for anyone early in their financial planning career who feels like they do not belong. For anyone who has been told they are not what the industry is looking for. And for anyone who wants to understand what it actually takes to build a financial planning business from scratch.The episode's key takeaways:How Romany dropped out of college at 16 and qualified as the UK's youngest financial adviser at 18What it was like growing up watching her dad build a mortgage business from his bedroomWhy Quilter Financial Adviser School made a one-year exception to let her in earlyThe comments she received from other advisers about being a woman in financial planningWhy trying to change her accent, wardrobe and language to fit in made things worseThe networking event she nearly cancelled that changed the direction of everythingHow one conversation with six women led to The Finance Woman being bornHow she built a £10 million financial planning business before the age of 24If you are building a financial planning career and feeling like you do not fit in, this is the episode to listen to.If you would like to find out more about Romany's work or get in touch, visit www.thefinancewoman.co.ukFinancial Planner Life is sponsored by Redmill AdvanceWhether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.✅ Trusted by top UK firms

This isn't an episode about how to make a budget. Most households already have some form of a budget in place. This is about how to fix one that's not working. Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they go through the common problems with budgets, and how to fix them.Canna and Michael have written a book! Twelve Months to Financial Freedom will hit the shelves on September 1 - but you can preorder your copy right now. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.

Most financial advisers already know they should be more active on LinkedIn. What they don't know is why what they're doing isn't working.Free LinkedIn Webinar - book here -  http://www.leadgenfs.co.uk/fpl    It's not the content. It's not the consistency. It's who they're connected to, what they're saying in messages, and whether they've ever stopped to define exactly who they're trying to reach. Get those three things wrong and LinkedIn produces nothing. Get them right and, as Louis Adkins puts it, consistent inputs get consistent outputs.In this episode of Financial Planner Life, Sam Oakes sits down with Louis Adkins, Founder of LeadGenFS, who started building his LinkedIn system at 19 during his second year of university. He was studying geography, had no marketing background, and no clients. His first break came through a friend's dad. By his third year he had a waiting list of 27 clients, built entirely from LinkedIn. He graduated and went straight into the business full time.In the last 12 months alone, LeadGenFS has worked with over 100 financial advisers, helping them generate 3 to 5 qualified appointments a week from LinkedIn. One adviser added £12 million in AUM in 12 months. Another booked 47 calls in 90 days. A third sent 20 messages, went for a shower, came back seven minutes later and had an interested reply waiting.Louis breaks down the full system in this episode. How to niche down so your message actually lands with the right people. Why automated outreach destroys trust and gets accounts banned. How to build content that speaks to clients rather than other advisers. How to generate ideas consistently from your own conversations. And how to use direct messages to convert your audience into booked appointments without opening with a pitch.He also covers why referrals, as good as they are, will never give you control over your own growth, and what to build instead as your primary source of new clients.The episode's key takeaways:Why referrals are a bonus, not a primary strategy, and what to build alongside themWhy 95% of financial advisers' LinkedIn connections are other advisers, not potential clientsWhy automated outreach gets accounts banned and never builds the trust needed to convertHow to niche down so your content and messages cut through to the right peopleWhy asking for business in the first message is like proposing on a first dateThe three legs of the LinkedIn system: connecting, content, and direct messagingHow to generate consistent content ideas from your own client conversationsThe three parts of every LinkedIn post: hook, value, and actionThe message priority ladder: who to contact first and in what orderWhy LinkedIn leads convert at around 30% versus 75% for referrals, and why that still makes LinkedIn the better primary sourceIf you are a financial adviser who wants to stop relying on referrals and start generating clients consistently, this is the episode to listen to.Louis has also put together a free resource for Financial Planner Life listeners: five of the best performing post templates from LeadGenFS, available athttp://www.leadgenfs.co.uk/fpl Want to build your personal brand and generate better client leads on LinkedIn? Sam Oakes and Louis Adkins are hosting a free webinar. Register here

It’s a new financial year. Fresh start. Clean slate. And while most people think about resetting in January… July is actually a pretty good financial checkpoint. Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they set out six goals to help you finish 2026 in a stronger position than you started it.Canna and Michael have written a book! Twelve Months to Financial Freedom will hit the shelves on September 1 - but you can preorder your copy right now. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.

If nothing changed with your money in five years, where would you be? If you made small changes to your money… where would you be? And if you made some BIG changes… where would you be in five years? Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they take the five year test.Canna and Michael have written a book! Twelve Months to Financial Freedom will hit the shelves on September 1 - but you can preorder your copy right now. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.

Everyone has something they’re avoiding financially. Super. Insurance. Investing. A credit card statement. Even just opening the banking app. Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they tackle financial avoidance, with a cheat sheet on how to get started on the most commonly delayed projects.Canna and Michael have written a book! Twelve Months to Financial Freedom will hit the shelves on September 1 - but you can preorder your copy right now. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.

The conversation around property investing in Australia has changed. With changes to negative gearing underway, where does property fit into a wealth creation plan? Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they explore property investing with a focus on generating passive income, rather than tax benefits.Canna and Michael have written a book! Twelve Months to Financial Freedom will hit the shelves on September 1 - but you can preorder your copy right now. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.

There's been a real spike in EV ownership lately, and not just because of the soaring cost of petrol and diesel. There are also some significant tax incentives - and while the federal government is planning to wind these back over the next few years, for now they're still in place. Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they look at the costs and benefits of using a novated lease for a new electric vehicle.Canna and Michael have written a book! Twelve Months to Financial Freedom will hit the shelves on September 1 - but you can preorder your copy right now. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.

As retirement ages increase in Europe, Ireland looks set to follow suit.Denmark may have already legislated to raise the retirement age to 70 by 2040, but are there ways that we can financially prepare so that we don't have to work into our 70s?Joining Ciara Doherty to discuss is Padraic Kissane, Financial Adviser.

We spend a lot of time talking about saving, investing, building wealth, but it’s worth stopping and asking… what are we actually working for? More money? More freedom? More security? Something else entirely? Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they take a closer look at what drives us financially, and how it can change your approach to saving, spending and investing.Canna and Michael have written a book! Twelve Months to Financial Freedom will hit the shelves on September 1 - but you can preorder your copy right now. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.

Entertaining can get expensive very quickly. Food, drinks, presentation - it all adds up. So today, how do you entertain well, without overspending? Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson are joined in the studio by Roger Bond from Dan Murphy's for a masterclass in choosing great wine at affordable prices, before Canna shares her top three tips for entertaining on a budget.Dan Murphy's is a supporter of this podcast.Canna and Michael have written a book! Twelve Months to Financial Freedom will hit the shelves on September 1 - but you can preorder your copy right now. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.

What happens if you change your finances by just $100 a week? Saving it. Investing it. Cutting it. Redirecting it. It doesn’t sound like much — but it adds up quickly. Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they explore the $100-a-week experiment.Canna and Michael have written a book! Twelve Months to Financial Freedom will hit the shelves on September 1 - but you can preorder your copy right now. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.

Why do so many people start investing… and then quit?In this episode, Ed and Andrew use a simple analogy – the gym – to explain why building wealth is less about knowledge… and more about behaviour. You'll learn:Why people who go to the gym are the best investors 5 similarities between going to the gym and investing The one thing you should do NOW if you've been putting it off for yearsMain idea? Getting ahead financially isn't about knowing more, it's about sticking with the basics long enough to see results. The people who succeed aren't perfect… they just don't quit.And check out our list of the Top 10 Financial Advisers in NZFor more from Opes Partners:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for the weekly Private Property newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠

You start with good intentions - a new budget, or a goal to save more - and before you know it you're drowning in new accounts, apps and budgeting systems. Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they look at whether we're making money too complicated - and how to simplify your finances.Canna and Michael have written a book! Twelve Months to Financial Freedom will hit the shelves on September 1 - but you can preorder your copy right now. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.

Now that Jess has set her financial goals, how should she put her money to work so she can meet them?She knows she wants to invest, should she be saving too? What about superannuation?Financial Adviser, Glen Hare from Fox & Hare is back to help Jess figure out her priorities and allocate accordingly.Chapters: 00:00 What Would You Do With Extra Income00:43 Setting Goals That Actually Work03:11 Splitting $3k Wisely10:26 Investing For Long Term Wealth13:33 Why Super Is More Powerful Than You Think22:45 Turning Advice Into A Clear Plan26:37 How Real People Use Their MoneyJoin our community of beginner investors; sign up to the Get Started Investing newsletter hereShare your investing story with us Submit hereIf you want to get in touch with Glen Hare we can put you in touch hereWant more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.———Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/directBetashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au/direct, before making an investment decision. This information is general in nature and doesn't take into account any person's financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice.———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Why do some people seem to get ahead easily, while others feel like they’re constantly on the back foot? Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they look at the role of financial luck... and just how to turn yours around.This episode is brought to you by PocketSmith. PocketSmith has a special deal for How Do They Afford That listeners — get 50% off your first two months of the Foundation or Flourish plans. Click here for more. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.

Ever wondered what it's like to meet with a financial adviser? Or how they actually help with your finances? Jess had.So in this episode, she has her very first meeting with a financial adviser; Glen Hare from Fox & Hare.We are keeping this series as real as possible - so Jess and Glen's chat is just how a first meeting with an advisor would happen in real life.This recording was the first time the two had met and Glen takes Jess through the same process as any new client.But before she met with Glen, Jess caught up with community member Andrew. He shared how working with a financial advisor changed his money life for the better and gave Jess some tips on how to approach the first meeting.Chapters: 00:00 Jess Faces First Advice Session05:15 Listener Andrew Shares His Turnaround10:25 Glen Maps Jess Money Goals16:25 Super, Insurance And Big Decisions22:17 Planning For An Unknown Future28:26 Dream Life By The WaterJoin our community of beginner investors; sign up to the Get Started Investing newsletter hereShare your investing story with us Submit hereIf you want to get in touch with Glen Hare we can put you in touch hereWant more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.———Thanks to Betashares Direct for sponsoring this series and helping us keep our content free. Check it out at betashares.com.au/directBetashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) is the issuer of Betashares Invest, the IDPS-like scheme available via Betashares Direct. Read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au/direct, before making an investment decision. This information is general in nature and doesn't take into account any person's financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice.———In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.———Get Started Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

This week the “Henssler Money Talks” hosts are focusing on What Everyone Is Asking, because for many investors, financial planning doesn't start with a grand strategy—it starts with the same practical questions coming up again and again, and the need for thoughtful, real-world guidance.We begin with one of the most important relationships in finance: the adviser: Should we shop for financial advisers and if so, how often? When looking for a financial adviser, what should you look for when interviewing them?From there, we take on a growing narrative: do you even need an adviser at all? If you've got a pension, Social Security, a 401(k), and steady income, can you simply piece it together with the help of the internet, AI, and a few trusted voices—or is there more beneath the surface?After the break, we address: Should I liquidate my rental property… or even my personal residence? We'll unpack what's really driving that conversation, and how to think through the trade-offs between cash flow, appreciation, taxes, and opportunity cost—especially when life circumstances begin to shift.We'll close with a foundational question that often gets overlooked: How much do you actually need to start investing? Because getting started is less about hitting a number and more about understanding the discipline behind it.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — April 25, 2026  |  Season 40, Episode 17Timestamps and Chapters9:48: Should I Shop for a Financial Adviser?16:27: Do I Even Need a Financial Adviser?21:08: Should I Pay Everything Off to Be Debt Free?31:25: Should I Liquidate My Property?40:32: How Much Do I Need to Start Investing?Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.See important disclosures at Henssler.com

If you lost your job tomorrow, how long could you comfortably last? A week? A month? Six months? Join Canna Campbell - a financial planner for 20 years - and Fear & Greed's Michael Thompson as they walk through a guide to financial resilience - not fear, just preparation.This episode is brought to you by PocketSmith. PocketSmith has a special deal for How Do They Afford That listeners — get 50% off your first two months of the Foundation or Flourish plans. Click here for more. --- The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.​Canna Campbell is an Authorised Representative and Financial Adviser of Links Licensee Services Pty Ltd AFSL No. 700012 ABN 97 678 975 589.See omnystudio.com/listener for privacy information.