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 »
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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 »
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
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
Identifying Emotional Biases In Financial Planning Read More »
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
Sandwich Generation Pressures: How To Plan When Supporting Kids And Ageing Parents Read More »
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
EPISODE 29: Inside the HPH Client Experience: A Conversation with Zac Leeson Read More »
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.
