Parhaat Financial Standard Podcastit (2025)

1
Super fund insurance claims is a ‘lottery’ 10:52

35m ago10:52

10:52

Financial Standard journalist Andrew McKean speaks with Super Consumers Australia advocacy manager Susan Quinn about how data exposes stark differences in insurance claim processing times, leaving superannuation fund members in the dark on service quality.Kirjoittanut Financial Standard

1
S4E11 Tech Stack 1:00:09

6d ago1:00:09

1:00:09

It's fun, shiny and exciting - but is chasing the newest part of your tech stack really going to help you with your business? In this week's episode, Nathan and Jordan unpack the role of the tech stack you use in your practice. They discuss: What's the best approach to searching out new tech? What are some of the pitfalls to avoid? Will new tech so…

1
Debunking myths about investment bonds 16:50

7d ago16:50

16:50

What are investment bonds and how can they help build wealth when it comes to estate planning? Vincent Stranges, the head of product and projects at Generation Life, dispels common misconceptions about investment bonds and explains why they are tax-effective investment vehicles.Kirjoittanut Financial Standard

1
S4E10 Connecting & Referring 44:24

13d ago44:24

44:24

Every successful (throwback to last week) advisory practice will have found a way to bring more referrals into the business. But, in this weeks episode, Jordan and Nathan explore some of the other parts of the referral equation. For instance: Is there such a thing as a 'bad' referral? How can you increase the chances of a referral contributing to t…

1
The case for financial advice in 2025 16:40

14d ago16:40

16:40

What are the golden opportunities advisers should embrace and what challenges will they face over the next 12 months? John Cachia, the founder and strategic wealth adviser of Thriving Wealth, shares why this year promises to be another interesting and exciting one for the profession.Kirjoittanut Financial Standard

1
S4E9 Defining Success 56:51

20d ago56:51

56:51

What makes a 'successful' financial adviser? Do you feel like a successful financial adviser? If not, why not? This week's episode is all about answering these questions (and a few more). Jordan and Nathan highlight: The importance of defining your own version of success Why articulating and sharing that with the people around you matters The metri…

1
Macroeconomic outlook for 2025 - Fixed income 19:31

21d ago19:31

19:31

The Australian fixed income market has had a contrasting year in 2024, rewarding those that held long-term bonds but not the ones in the opposite. With increasing tension coming from all around the world, how will the local bond market perform in 2025? Speaking with Morningstar associate portfolio manager Ameya Hattangadi, he dives deep into possib…

1
S4E8 Preferred Products 49:40

27d ago49:40

49:40

As an Australian financial adviser, you've heard of your Approved Product List, or APL. But do you have a Preferred Product List, or PPL (we're making it a thing). Of course you have the product you prefer, but how robust is the methodology you've used to build that out? Is it aligned with your ideal client, the space you work in, your investment p…

1
Outlook for private credit in 2025 15:28

28d ago15:28

15:28

The Australian private credit market saw massive growth last year, and it’s expected to continue growing in 2025, especially as investors continue to be offered attractive yields amidst a backdrop of growing economic uncertainty. Tanarra Credit Partners managing director Peter Szekely joins the Financial Standard podcast to discuss tailwinds and po…

1
S4E7 Ethical Investing 54:31

1M ago54:31

54:31

How do you approach the ethical investing conversation with your clients? Open discussion? Advocate for the option? Or just avoid it and hope they don't ask? (Don't feel bad if this is you - you might be in the majority). In this week's episode, Nathan and Jordan explore this very big, somewhat intimidating topic. And, as always, the aim is to expl…

1
Australian equities outlook for 2025 16:05

1M ago16:05

16:05

The Australia share market didn’t disappoint in 2024, but it didn’t overdeliver either and with some major macro events occurring on the horizon in 2025 there is some uncertainty about what we might expect going forward. Tribeca Investment Partners lead portfolio manager Jun Bei Liu gives her insights on potential headwinds and tailwinds for Aussie…

1
S4E6 Granny Flat Rights 1:07:42

1M ago1:07:42

1:07:42

After last week's digression down rant-y alley, this week we explore the more interesting, technically fascinating topic of Granny Flat Rights. What they are, why they matter, how financial advisers can help and the (many, many) traps to avoid as you're helping clients navigate this complex space. This is one of the more techincally complex topics …

1
The macro outlook for 2025 10:02

1M ago10:02

10:02

Paul Bloxham, HSBC’s chief economist for Australia, New Zealand, and global commodities, breaks down what’s in store for Australia from a macroeconomic lens.Kirjoittanut Financial Standard

1
S4E5 Licensing (50th Episode!) 1:02:01

1M ago1:02:01

1:02:01

So, somehow, we've hit 50 episodes! And to celebrate, Nathan's allowed Jordan to climb up on his soapbox and wax lyrical about his favourite subject in advice - Licensing. While he insisted on keeping it relatively constructive and useful, Jordan still manages to provide his, uh, unvarnished thoughts on the merits of the current system. Nathan's pa…

1
How to stay relevant as a financial adviser 13:51

2M ago13:51

13:51

To thrive in this rapidly changing environment, financial advisers must find a way to stay relevant and be there for their clients in the years to come. To do this, Ultimum Financial Services financial adviser Manisha Bhudia shares why it’s important to evolve, learn, and upskill.Kirjoittanut Financial Standard

1
S4E4 Marketing 58:45

2M ago58:45

58:45

Building an outstanding financial planning practice boils down to two, simple (but not easy) ideas - finding new people to work with, and making the process of working together efficient, effective and excellent. Jordan and Nathan have discussed the second part of that equation - now it's for the first part: finding new people to work with. In this…

1
Why investing in processes reaps dividends 6:24

2M ago6:24

6:24

Our guest, Tangelo Advice Consulting director and principal consultant Conrad Travers, says investing in processes reaps rewards for financial advisers and should be a critical part of their business strategy along with investing in their people, technology, and marketing.Kirjoittanut Financial Standard

1
S4E3 Oh No, A Clip Episode! 55:07

2M ago55:07

55:07

Don't you hate it when you are really getting into a 2000's sitcom, and the writers go on leave mid season, so the producers peice together a clip episode of throw back moments from throughout the show? Well, I hope not, because that's what we have gone and done. With a full year of episodes under our belt, Nathan thought it would be great look gla…

1
Super funds get in front of digital advice 27:10

2M ago27:10

27:10

Superannuation funds are emboldened to make financial advice affordable and accessible for all Australians. Adrian Gervasoni, the chief commercial and partnerships officer at Industry Funds Services (IFS), shares how funds are banking on digital advice and getting ahead of the Delivering Better Financial Outcomes laws.…

1
S4E2 Onboarding Process 1:00:41

2M ago1:00:41

1:00:41

How do you feel about the process you follow when you're bringing on clients? Are you one of those unicorns we hear about that has every, single element nailed down so the whole thing is tight as a drum? Or are you like the rest of us - it's fine. I mean, it could be better, but it could be worse. Right? Right...? Well, in this week's episode, Nath…

1
Swing dynamics in full flow: 2025 and beyond 29:07

2M ago29:07

29:07

What are the opportunities, themes and risks that will underpin 2025 and the next five years? Nick White, Mercer’s global strategic research director, reflects on look-forward views from an investment environment characterised by several potential ‘swing’ dynamics based on Mercer’s annual Themes and Opportunities 2025 report. This podcast is brough…

1
S4E1 Christmas Client Conversations 1:00:31

3M ago1:00:31

1:00:31

Advisers are, famously, an empathetic bunch of people. So, let's imagine a situation our clients could very possibly find themselves in this festive season. Christmas lunch with the extended family. The matriarch of the family is at the head of the table, with the various siblings, cousins, in-laws and hangers on scattered around the festive tablec…

1
Young Aussies' mental health crisis and the economy 8:27

3M ago8:27

8:27

More Australians than ever are leaving the workforce due to mental health challenges, and they're doing so at younger ages. This growing trend threatens individuals, their families, and the national economy, placing added strain on already stretched government safety nets.Kirjoittanut Financial Standard

1
Making advice sexy again 18:15

3M ago18:15

18:15

ViewTrade International Australia chief executive Nigel Singh has highlighted that the financial adviser shortage may be more severe than reported, as the current count of advisers includes non-client facing roles. In a bid to attract new talent, he underscores the need to “make advice sexy again,” noting it’s often viewed as only relevant for olde…

1
S3E6 The PY Series Wrap Up 40:15

3M ago40:15

40:15

Following what was a steep learning curve for both of our hosts, in this episode Jordan and Nathan reflect on each episode and wrap up their thoughts on best practice for PY. They cover The importance of communication and structure for a PY. The cost/investment in the PY for a business Staging PYs for greater skill and advice capability in your bus…

1
Trump 2.0 and the outlook for equities 11:24

3M ago11:24

11:24

On the back of Donald Trump winning the US election for a second non-consecutive time, US equities reacted positively. But questions remain around the outlook for equities once Trump takes the office again next year. Fraser Allan, head of CMC Invest (ALPHA), discusses the outlook for 2025.Kirjoittanut Financial Standard

1
S3E5 Letters to the Editor 41:06

3M ago41:06

41:06

As part of preparing for this PY series, Nathan and Jordan put together a survey and asked people to provide some feedback on their experience of the PY. Employees. Business owners. Partners. Associates. Anybody with an opinion on the subject. In an outcome both surprising and gratifying for Nathan and Jordan, people actually responded! And their a…

1
S3E4 PY Insights with Danielle Waugh 48:48

3M ago48:48

48:48

This week, Jordan and Nathan speak with Danielle Waugh - Advice Education Manager from TAL's Risk Academy - about: TAL's commitment and contribution to the PY process Insights she's found from working with multiple practices, across multiple licensees Why some of the terminology can be a little bit misleading This is a really interesting discussion…

1
Busting retirement income myths 10:39

3M ago10:39

10:39

The largest cohort in Australia’s history are entering, or about the enter, retirement with the ABS estimating 710,000 Australians will retire in the next five years. As the superannuation system prepares for this major change, many retirees are considering annuities as a way to ensure an income stream throughout retirement. But there are still myt…

1
FS Power50: Using your influence for good 15:19

4M ago15:19

15:19

In part two of celebrating this year’s Power50 list, we talk to Fox & Hare Financial Advice co-founder Glen Hare about what being influential means to him. A champion for the profession, Glen has appeared on the Power50 list for the sixth time.Kirjoittanut Financial Standard

1
S3E3 The Next Generation of Adviser with Alisdair Barr 53:20

4M ago53:20

53:20

This episode of our Professional Year 'mini-series' is all about that pathway from university to the world of advice - and where the PY piece fits into that entire puzzle. Nathan and Jordan are joined by Alisdair Barr of Striver, a key player in the recruitment, training and retention of new talent in advice. Alisdair takes us through: Their ambiti…

1
FS Power50: The power of influence 10:16

4M ago10:16

10:16

In celebrating this year’s Power50 list, we talk to Bounce Financial owner and financial planner Cara Brett about what being influential means to her and how she is helping uplift financial literacy one client at a time and educating the masses via her popular podcasts Money Chat and The Rising Professional.…

1
S3E2 A PY Structure with Phil Thompson 1:03:26

4M ago1:03:26

1:03:26

In this week's episode, Jordan and Nathan are continuing their exploration of the Professional Year. They're joined by Phil Thompson from Skye Wealth this week, who with his characteristic openness and generosity, shares the structure they've built to help people grow through the PY. Phil explains: The structure they've built to bring on, develop a…

1
What does the Fed rate cut mean to investors? 13:13

4M ago13:13

13:13

Following the recent easing cycle in the US, what are some essential information investors should note before making their next move? Chad Padowitz from Talaria shed light on some common traits investors tend to share in such scenarios. He also laid out some potential upsides throughout the possibly confusing period.…

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