As we age, it’s natural for our needs, and the kind of support we require, to evolve. For some, this may mean bringing more help into the home; for others, it could involve considering a move to a retirement village or residential aged care accommodation. Understanding the different pathways and how they interconnect is an important part of planning for this next stage of life.
Navigating Care Options in Later Life Read More »
In this episode of The Trusted Adviser, host Rob Pyne speaks to Nick Downey (Direct Wealth), Patrick Gardner (Advice Intelligence), Stephen Bell (Finura Group), and Glenn Elliott (Meldus) to explore
Over the past decade, Total and Permanent Disability (TPD) claims in Australia have undergone a profound shift. Where once the majority of claims were linked to physical injuries and chronic illnesses, today mental health conditions are among the leading drivers of TPD payouts. This change reflects both the increasing prevalence of severe psychological conditions and a welcome reduction in the stigma around seeking support.
This is an important and telling step for our society. It means people struggling with depression, anxiety, trauma and other mental illnesses are no longer invisible or ignored. The TPD framework is doing its job: providing financial relief when individuals can no longer maintain employment due to health challenges.
The State Of Disability Claims in Australia Read More »
For many Australians, high-interest online savings accounts have been a reliable way to grow cash savings. ING and UBank, in particular, have been long-time favourites thanks to competitive rates and
Upcoming Changes – Can “High Interest” Savings Accounts Still Work for You? Read More »
In this episode of The Trusted Adviser podcast, host Rob Pyne sits down with Rob Jones, Co-Founder of Peloton Partners, to explore how financial advice firms can move beyond static
The FIRE movement: Financial Independence, Retire Early, has captured global attention over the last decade. Originating in the US, FIRE is about saving and investing aggressively so you can step
Financial Independence, Retire Early (FIRE): What It Means for Australians Today Read More »
In this episode of The Trusted Adviser, host Rob Pyne sits down with Ben Calder, Managing Director of Calder Wealth Management, to unpack the recent merger with Coastal Advice Group.
In this episode of The Trusted Adviser, Rob Pyne sits down with Glenn Elliott, co-founder of Practifi and founder of Meldus, to explore how artificial intelligence, automation, and open platforms
Rob Pyne sits down with Nick Perrett, CEO of Yarra Lane Group, to explore how financial advice firms can harness AI agents and robotic process automation (RPA) to revolutionise their operations.
Rob Pyne sits down with Andrew Dunbar, Director of Apt Wealth Partners, and Abbie Gellatly, Head of People and Culture, to explore how one of Australia’s most awarded advice firms is preparing for the future of financial planning.
As $3.5–$5 trillion in intergenerational wealth shifts hands, learn how smart inheritance planning in WA can safeguard your legacy and avoid legal risks.
The great wealth transfer is here Read More »
Rob Pyne sits down with Philip Palaveev, CEO of The Ensemble Practice, to explore how leadership in advisory firms must evolve—from founder-led solo acts to collaborative, team-based enterprises.
The Trusted Adviser Episode 22: Philip Palaveev on G2 Leadership Read More »
Superannuation isn’t automatically tax-free when passed on to beneficiaries, especially if those beneficiaries are your adult children or other non-dependants.
How to minimise the tax adult children and non-dependants pay on inherited super Read More »
Rob Pyne speaks with Terri Reid—business coach, consultant, and former financial planner—about the human side of leadership in advice firms.
The Trusted Adviser Episode 21: Terri Reid on Growing Stronger Advice Practices Read More »
With proper planning and smart use of available strategies, early retirement can be much more achievable than it initially appears.
