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 »
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 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 »
Most people start the year thinking about saving more, paying off debt and/or building wealth. While the instinct is right, the execution is often incomplete. Financial goals are not just
What financial goals should I set for the new year in Australia? Read More »
Most people think about financial advice when something changes. A bonus hits. A tax event arrives. A life milestone appears. That is normal, but it is also reactive, because by
Is the start of the year a good time to see a financial adviser? Read More »
When people think about retirement readiness, the conversation usually starts with money. Will my assets last? How much income can I sustainably draw? They are important questions. But they are
Are you ready to retire? Check out this retirement readiness indicator. Read More »
In this episode of The Trusted Adviser, Rob Pyne speaks with Peter Worn from Finura Group about the critical role of technology in financial advice. They discuss the importance of
EPISODE 34: Tech Sanity for Advice Firms with Peter Worn of Finura Group Read More »
In this episode of The Trusted Adviser, Rob Pyne speaks with Matt McGuinty, Director of FinTech Strategic Partners, about the real state of artificial intelligence in financial planning. Matt brings
In this episode of The Trusted Adviser, Rob Pyne speaks with Michael Goodman. Michael built Wealthstream Advisors with a long-term vision for independence. He avoided outside capital and designed a
Retirement planning rarely unravels for the dramatic reasons people imagine. It’s usually the quieter factors, often behavioural and unintentional, that have the biggest impact over time. In our conversations, a
The Three Mistakes That Sabotage Retirement Plans for WA Families Read More »
This question is becoming one of the most common money-related prompts typed into AI: “Can ChatGPT replace my financial planner?” It’s understandable. AI is fast, accessible and confident. It explains
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.
Episode 31 – The First 30 Episodes: A Strategic Recap of The Trusted Adviser Read More »
