Protected: Can ChatGPT Replace Your Financial Adviser? The Honest Answer From a Real Advice Firm in Perth
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Protected: The Three Mistakes That Sabotage Retirement Plans for WA Families
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Protected: The Real Cost of Retirement in Perth: Why Your “Number” Isn’t the Decision That Matters
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Episode 31 – The First 30 Episodes: A Strategic Recap of The Trusted Adviser
In this special episode, Rob Pyne takes a step back from interviewing industry leaders and instead delivers a curated, narrative walkthrough of the first 30 episodes of The Trusted Adviser. Recorded during the week of the AAAA Congress in Perth, this recap distils the standout lessons, commercial insights, and industry-shaping ideas shared across the series so far.
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EPISODE 30: Inside the Numbers: Lessons from AZ NGA and the Power of a True CFO Function with Dan Heckendorf
In this episode of The Trusted Advisor, Rob Pyne sits down with seasoned finance leader Dan Heckendorf, who brings a wealth of experience from his time as CFO of AZ
Identifying Emotional Biases In Financial Planning
Financial planning is often viewed as a numbers game. Balance sheets, investment returns, tax strategies, and retirement projections dominate the conversation. Yet beneath the spreadsheets lies an invisible driver that
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Sandwich Generation Pressures: How To Plan When Supporting Kids And Ageing Parents
The term ‘Sandwich Generation’ usually refers to people (often in middle age) who are simultaneously supporting (or caring for) both their children (or younger dependents) and their ageing parents (or
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EPISODE 29: Inside the HPH Client Experience: A Conversation with Zac Leeson
In this episode of The Trusted Adviser Podcast, host Rob Pyne speaks with Zacary Leeson, Financial Adviser and Director at HPH Solutions, about how the firm has evolved its approach
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Navigating Care Options in Later Life
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.
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EPISODE 28: The Technologists: Roundtable on AI, Platforms & Productivity in Advice with Nick Downey, Glenn Elliott, Patrick Gardner, and Stephen Bell
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
The State Of Disability Claims in Australia
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.
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Upcoming Changes – Can “High Interest” Savings Accounts Still Work for You?
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
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Episode 27: Profitability, Pricing & Capacity: Data-Driven Insights with Rob Jones of Peloton Partners
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
Financial Independence, Retire Early (FIRE): What It Means for Australians Today
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
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Episode 26: Strategic Scaling Up: How Calder Wealth Joined Forces with Coastal Advice – with Ben Calder, Managing Director of Calder Wealth Management
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.