Goals Based Advice Podcast

Goals Based Advice Podcast

By Jacqui HendersonBusinessInvestingManagement
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Goals Based Advice Podcast episodes

  • Getting to know Senator Jane Hume
    In this episode, I chat with the Hon. Senator Jane Hume, Assistant Minister for Superannuation, Financial Services and Financial Technology at Parliament of Australia live at the United - the 2019 AFA Conference in Adelaide.
    15 min
  • How property coaching and financial advice can work together, with John Pidgeon
    In this episode, we chat with John Pidgeon from Solvere Wealth. John is a property consultant who mentors, coaches, and advises on all things property. In his spare time he also hosts a podcast called 'My Millenial Money - Property' which helps aspiring investors learn all there is to know about property.
    You can connect with John Pidgeon :
    linkedin.com/in/john-pidgeon-3535233b
    49 min
  • Helping Advisers Through Uncertain Times with Sue Viskovic
    In this episode, we chat with Sue Viskovic from Elixir Consulting. Sue provides us with a sneak peak of her soon to be released membership community. She also shares some practical tips on dealing with the current challenges in the advice world. 
    You can connect with Sue Viskovic :
    linkedin.com/in/sueviskovic
    1 hr 12 min
  • How to turn grief into your dream business with Donna Lee Powell
    In this episode, the amazing Donna Lee Powell opens up and shares her story of how she turned grief, and the lack of what she needed at the time, into her perfect business. A passion and purpose that lead her to winning, the AFA Female Excellence in Advice award in 2018. We cover everything from overcoming her fear of public speaking to designing her business around the personal needs of her niche clients.
    You can connect with Donna:
    linkedin.com/in/donna-lee-powell-b8575950
    54 min
  • The Compliance Point of View with Rhett Das
    In this episode, We speak to Rhett Das from Integrity Compliance. Rhett specialises in working with advisers and small licensees to both apply for Australian Financial Services Licensees, as well as maintain their compliance standards.
    You can connect with Rhett Das:
    linkedin.com/in/rhett-das-933275a6
    45 min
  • How to create a new community through podcasting with Glen James
    In this episode,I caught up with Glen James, who we chatted with back from episode 8 released in November 2018, and talk about change. He has completely turned his business on its head and really entered a new world of helping consumers outside the traditional advice world.
    We also chatted about the work he is doing with the Association of Financial Advisers and the conference he is working on in August 2019.
    You can connect with Glen James:
    https://linkedin.com/in/glenjames
    33 min

About Goals Based Advice Podcast

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Economic wellbeing for a wellbeing economy.