LATEST PODCASTS

AdviceTech Podcast #20 – Adviser Ratings

Australia

February 3, 2023

In this episode, Peita talks to Angus Woods, Founder at Adviser Ratings. They explore Adviser Ratings as […]

#374 Andrew Rocks

Australia

February 2, 2023

Andrew is the Head of Partnership and Business Development at Virtual Business Partners, and Chairperson at Ensombl. […]

Strategies to Facilitate Intergenerational Wealth Transfers #1

Australia

February 1, 2023

Ruth is a Lawyer and Director at MinterEllison, and Director at HUB24 Limited. She and Vince discuss […]

Strategies to Facilitate Intergenerational Wealth Transfers #2

Australia

February 1, 2023

Emily Guy Birken is an author Specialising in Personal Finance and Retirement, and Eric is CEO and […]

Strategies to Facilitate Intergenerational Wealth Transfers #3

Australia

February 1, 2023

Les is the Managing Director at Future Proof Wealth, and Michael is the Founder and Managing Director […]

Strategies to Facilitate Intergenerational Wealth Transfers #4

Australia

February 1, 2023

Grant is the CEO and Managing Director at Generation Life, and Felipe is General Manager Sales, Marketing […]

Strategies to Facilitate Intergenerational Wealth Transfers #5

Australia

January 31, 2023

Eric is an Author, Certified Professional Retirement Coach and Founder of Retire With Possibilities. He and Vince […]

#373 Phil Thompson

Australia

January 31, 2023

Phil is the Financial Adviser and Founder at Skye Wealth. He joins Ben to discuss the challenges […]

30 JAN 2023 – Monday Market Highlights

Australia

January 30, 2023

This week we cover the Australian fourth quarter CPI data, US GDP data and the US core […]

AdviceTech Podcast #19 – iComply2

Australia

January 27, 2023

In this episode, Peita chats with Anthony Lyon, Founder at iComply2. They talk through the suite of […]

#372 Chris Booth

Australia

January 26, 2023

Chris is the CEO at Lydian Financial Services. He joins Clayton to chat about his journey into […]

#371 Cara Brett

Australia

January 24, 2023

Cara is the Director, Senior Financial Adviser and Wealth Coach at Bounce Financial. She and Ben talk […]

23 JAN 2023 – Monday Market Highlights

Australia

January 23, 2023

This week we cover Australian employment data, the Westpac consumer confidence index, the Bank of Japan, US […]

AdviceTech Podcast #18 – DASH

Australia

January 20, 2023

This week, Peita is joined by Andrew Whelan, Chief Executive Officer at Dash Technology Group. They take […]

#370 Cara Graham

Australia

January 17, 2023

Cara is a Principal Wealth Adviser at The Wealth Designers. She and Ben talk through her advice […]

DISCLAIMER: The XY Adviser website and all content contained on the website is limited to general information. It does not constitute legal, financial or other professional advice. XY Adviser does not hold an AFS licence and does not provide any financial services. Nothing on this website should be interpreted as financial advice. Before making any investment decision, XY Adviser recommends obtaining financial advice from a qualified financial adviser.