Certainty Advice Podcasts

Guests: Travis Martin & Dieter Tode, Principals of Monument Advisory

Duration: 21:27

Date: 6 July 2020

I am lucking to be joined on this episode of The Certainty Podcast with Travis Martin and Dieter Tode, acting Director and Principal Certainty Advisers of Monument Advisory opposite Queens Park in West Perth. Listen as Travis and Dieter share their insights into the importance of 'value' in financial advice - how it is sought and gained, gets things done and ensures all parties are on the same page. This is the essential component to Monument and allows for making real positive change in their clients' financial lives.

Guests: Jarad Stirling, Principal of Stirling Financial Consulting

Duration: 20:16

Date: 19 June 2020

On this episode of The Certainty Podcast, I am joined by Jarad Stirling of Stirling Financial Consulting in Caringbah NSW. During these unprecedented of times, we all need to re-learn what Jarad calls the "true value" of advice and the importance of going 'beyond' getting the fundamentals and making the less obvious, more obvious. It's not about the product performance, but your progress around issues towards your dreams no matter how big or small.

Guests: Paul Birch, Principal of Pacific Wealth

Duration: 19:53

Date: 12 June 2020

On this episode of The Certainty Podcast I am lucky to be joined by Paul Birch, Principal of Pacific Wealth here in Manly NSW, sharing insights into what are the best steps forward to ensuring you are on your best financial path, now and as we move beyond COVID-19. Listen in to hear why Paul and his team believe financial advice has to be based upon behaviour and not just financial reserves, cashflows and products.

Guests: Samantha Albiez and Scott Farmer of Bravium Pty Ltd

Duration: 19:01

Date: 29 May 2020

Certainty Advisers Samantha Albiez and Scott Farmer of Bravium Canberra, share their valuable insights into finding your financial footing now and post- the global COVID pandemic. For Bravium, advice is not about the product, but about what has to be achieved, what has to be managed.

Guests: Neil Watson & Stuart Copeland, Principals of The Planning Room

Duration: 17:50

Date: 22 May 2020

Certainty Advisers & Principals of The Planning Room Cammeray NSW, Neil Watson and Stuart Copeland, provide their insights on how to ensure you are on the right possible financial path forward now and beyond COVID-19. Listen as Neil and Stuart share why financial planning conversations that focus just on money might be flawed.

Guest: Annette Pulbrook, Principal of FinBiz Advisers

Duration: 18:11

Date Recorded: 8 May 2020

Certainty Adviser and Principal and Director of FinBiz Advisers, Annette Pulbrook joins me on this episode of our Certainty Advice Podcast where today we discuss how to ask the right questions of your financial services provider. So much has changed in Australia's financial landscape and as a consequence, what we do and ask, when sitting across from our accountant, adviser, etc., has become much harder. Listen in as Annette shares her insights and unique take on the client/adviser relationship.

Guest: Paul Birch, Principal of Pacific Wealth

Duration: 21:13

Date Recorded: 7 April 2020

In this episode of our Certainty Advice Podcast, my guest Paul Birch, Certainty Adviser & Principal of Pacific Wealth, shares his thoughts on the end of the 'product era' and the emergence of the new 'path-based era' and what that means for advisers and their advice clients. Financial advice will be better in the longer term, but in this transition phase some of Paul's insights will assist.

Guest: Anne-Marie Humphries, Principal of Huon Financial Planning

Duration: 17:58

Date Recorded: 28 January 2020

In this episode of our Certainty Advice Podcast, my guest Anne-Marie Humphries, Certainty Adviser & Principal of Huon Financial Planning located in downtown Albury NSW shares the murky transitional stage financial advice is currently experiencing. Financial advice will be better in the longer term, but in this transition phase some of Anne-Marie's insights will assist.

Guest: Paul Gilbey, Principal of Hywood Partners

Duration: 9:34

Date Recorded: 1 December 2019

In this episode of our Certainty Advice Podcast, I'm joined by Paul Gilbey, Certainty Adviser and Principal of Hywood Partners on St Georges Terrace in downtown Perth, as he shares the dangers of comparing financial advice with financial products. But the bigger issues are created by self-serving interests who use the 'noise' in the marketplace to sell 'risk-management' solutions. Paul argues the focus needs to be on something far more important - what each client values.

Guest: Anne-Marie Humphries, Principal of Huon Financial Planning

Duration: 14:12

Date Recorded: 13 November 2019

In this episode of our Certainty Advice Podcast, I'm joined by Anne-Marie Humphries, Certainty Adviser & Principal of Huon Financial Planning shares how product-based 'advisory' firms have played upon our anxieties. It's in their interests to sell us their products and they consistently use fear to raise our doubts that unless we have their product, we will be worse off...