The Progeny Podcast

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Welcome to the Progeny Podcast, where we bring together expertise from across financial planning, tax, and legal services to help you make smarter, more confident financial decisions.

In each episode, we explore the topics that matter most, from investing and retirement planning to protecting your wealth and navigating life's biggest decisions.

This is the Progeny Podcast, where connected financial thinking meets real life.

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For many entrepreneurs, selling a business represents the culmination of years, sometimes decades, of hard work. The focus is often on achieving the right valuation, structuring the deal effectively and ensuring a smooth transition. But what happens once the deal is done?

In this episode, we explore one of the most important, yet often overlooked, aspects of a business sale: life after exit. Because while selling a business can create financial freedom, it also marks a significant shift in identity, purpose and lifestyle.

For many business owners, the business has provided far more than an income. It has created structure, challenge, relationships and a sense of purpose. So when that's no longer there, what comes next?

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In this episode, our mortgage experts explore the realities of securing a mortgage with a complex income. Whether you’re self-employed, a business owner or a partner in a firm, we break down what lenders look for, the challenges you may face and the options available to you so you can navigate the process with confidence.

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In this episode, our financial experts discuss 'building intentional wealth' and how turning wealth into a clear, purposeful plan can help bring confidence, direction and clarity to your financial future.

Our panel looks at the common challenges people face at this stage, from feeling overwhelmed by complexity and too many choices, to uncertainty about whether they're making the right decisions.

We explore the emotional side of financial planning and discuss why concerns about family, security and future opportunities often sit behind the financial questions people ask.

We'll also cover some of the most common behavioural pitfalls that can hold people back, including holding too much cash, reacting to short-term market noise.

Ultimately, this conversation is about helping you move from simply building wealth to understanding what it's for, creating a structure around your finances that supports your ambitions, values and long-term goals.

So if you've achieved financial success but are looking for more clarity, confidence and purpose in the decisions ahead, this episode is for you.