Rob Pyne

Episode 31 – The First 30 Episodes: A Strategic Recap of The Trusted Adviser

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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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Navigating Care Options in Later Life

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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

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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

EPISODE 28: The Technologists: Roundtable on AI, Platforms & Productivity in Advice with Nick Downey, Glenn Elliott, Patrick Gardner, and Stephen Bell Read More »

The State Of Disability Claims in Australia

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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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Episode 26: Strategic Scaling Up: How Calder Wealth Joined Forces with Coastal Advice – with Ben Calder, Managing Director of Calder Wealth Management

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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.

Episode 26: Strategic Scaling Up: How Calder Wealth Joined Forces with Coastal Advice – with Ben Calder, Managing Director of Calder Wealth Management Read More »

Episode 25: AI in Financial Advice: What If Your CRM Could Think? – with Glenn Elliott, Co-Founder of Practifi and Founder of Meldus

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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

Episode 25: AI in Financial Advice: What If Your CRM Could Think? – with Glenn Elliott, Co-Founder of Practifi and Founder of Meldus Read More »

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