Market volatility has existed across every major investment cycle in modern financial history. Economic downturns, interest rate changes, geopolitical instability, and shifting investor sentiment have consistently shaped investment markets over […]
How to invest during a volatile market without taking big risks Read More »
In this episode of the Trusted Adviser Podcast, Rob Pyne speaks with Terry Dillon, CEO of Shadforth, about the evolution of one of Australia’s largest advice firms and what it
EPISODE 41 – Building a Modern Advice Firm: Terry Dillon on the Evolution of Shadforth Read More »
In this episode of the Trusted Adviser Podcast, Rob speaks with Jeff Thurecht, CEO of Evalesco Financial Services, about building a scalable advice business through talent development, technology, and strategic
EPISODE 40 – Scaling Advice: Jeff Thurecht on Talent, Technology, and Growth Read More »
In this episode of the Trusted Adviser Podcast, Rob Pyne sits down with HPH Solutions COO Nick Bordi to unpack one of the most strategically important, yet often misunderstood, levers in building a high-performing advice firm: equity ownership.
Risk and reward describe a core relationship within investing. This relationship reflects the level of uncertainty accepted in exchange for potential return. Higher return potential often involves greater variability in
Understanding Risk and Reward in Your Investment Choices Read More »
In this episode of the Trusted Adviser Podcast, Rob speaks with Corey Wastle, founder of Verse Wealth, about rethinking the traditional Statement of Advice (SOA) and building a more client-friendly,
EPISODE 38: Reinventing the SOA: Corey Wastle’s Journey Toward Video-First Advice Read More »
Most people engage a financial planner after something significant happens:a redundancy, inheritance, illness, divorce, or a major windfall. That’s not a failing. It’s human nature.We seek clarity when life becomes
Meaningful financial life goals start with understanding what matters most to you. They connect money decisions to personal values, lifestyle priorities, and long-term aspirations. Clear financial life goals are specific,
How to Set Meaningful Financial Life Goals That Last & What to Avoid Read More »
For people who partner with Financial Advisers, progress reporting shows how your financial plan is tracking against your goals. It provides clear updates on progress, highlights changes in circumstances, and
Why Progress Reporting Matters & What Red Flags to Look Out For Read More »
In this episode of the Trusted Adviser Podcast, Rob sits down with Alexander (Xan) Kitchin Founder of Wealth Connexion and 2025 IFA Excellence Awards winner for both Individual Excellence and
Financial confidence reflects the ability to engage with money decisions in a clear and informed way. It is grounded in awareness, structured thinking, and an understanding of how financial choices
Financial Confidence: What It Is and How to Build It Read More »
Financial reporting is often misunderstood as a simple performance snapshot or a list of numbers. In reality, it is a tool used to track progress, provide context, and support informed
Common Misunderstandings About Financial Reporting Read More »
In this episode of the Trusted Advisor podcast, Rob speaks with Dean Lombardo to discuss the concept of the profit gap, which refers to the disparity between reported profitability and
In this episode of The Trusted Adviser podcast, Rob speaks with Chris Hill and Rafael Cohen from Inherit Australia about the intersection of estate planning and financial advising. They discuss
EPISODE 35: The Adviser-Led Estate Plan: Inherit Australia’s Approach Read More »
Most people start the year with good intentions: Save more. Spend less. Invest wisely. But intentions often fail and while one of the reasons is sometimes discipline, the more common
What are the common mistakes people make when setting financial goals for the year? Read More »
