Aged care costs have become an increasingly important consideration within Australian financial planning discussions. Longer life expectancy, rising healthcare expenses, and changing aged care policies continue to influence how families […]
How to protect family wealth from aged care fees Read More »
Concerns about retiring with not enough superannuation have become increasingly common across Australia. Rising living costs, longer life expectancy, and changing economic conditions continue to shape retirement expectations. Many individuals
What happens if I retire with not enough super? Read More »
The question of whether enough has been saved for retirement at 60 reflects a broader concern about financial readiness. Retirement is no longer defined by a single number. It is
Have I saved enough to retire at 60 in Australia? Read More »
Higher interest rates continue to shape financial markets and investor sentiment. Central banks have used rate increases to manage inflation and stabilise economic conditions. This environment has created uncertainty, particularly
Is it a bad time to invest with interest rates still high? Read More »
Rising living costs have become a defining economic theme across Australia. Inflationary pressure, higher interest rates, and increased household expenses continue to influence financial decision-making. Many individuals feel the tension
How to manage rising living costs without sacrificing long-term wealth Read More »
Volatility is a constant feature of financial markets. It reflects shifting economic conditions, changing interest rate expectations, and evolving investor sentiment. Periods of uncertainty often create discomfort, especially for those
How to invest during a volatile market without taking big risks Read More »
In this episode of the Trusted Adviser Podcast, Rob Pyne speaks with Terry Dillon, CEO of Shadforth, about the evolution of one of Australia’s largest advice firms and what it
EPISODE 41 – Building a Modern Advice Firm: Terry Dillon on the Evolution of Shadforth Read More »
In this episode of the Trusted Adviser Podcast, Rob speaks with Jeff Thurecht, CEO of Evalesco Financial Services, about building a scalable advice business through talent development, technology, and strategic
EPISODE 40 – Scaling Advice: Jeff Thurecht on Talent, Technology, and Growth Read More »
Navigating Markets in 2026 Event Highlights & Key Insights Markets evolve. Principles endure. Following our recent Navigating Markets in 2026 event, we’ve compiled a series of short highlights and deeper
Navigating Markets in 2026 with Apollo D. Lupescu Read More »
In this episode of the Trusted Adviser Podcast, Rob Pyne sits down with HPH Solutions COO Nick Bordi to unpack one of the most strategically important, yet often misunderstood, levers in building a high-performing advice firm: equity ownership.
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 »
For people who partner with Financial Advisers, progress reporting shows how your financial plan is tracking against your goals. It provides clear updates on progress, highlights changes in circumstances, and
Why Progress Reporting Matters & What Red Flags to Look Out For 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
