Financial Adviser for ex-pats with Jarrad Brown – Transcript
In this episode, Gwen chats with Jarrad Brown, a Fee-based Financial Planner at Australian Expatriate Group – a …
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#283 Kris Mason – Transcript
Kris is the Founding Partner at MBS Insurance. He joins Andrew to talk all things insurance, including where …
#32 Georgina Smith – Transcript
Georgina is Head Of Distribution and Client Servicing for STANLIB and INN8 Platform, and the Head of Wealth …
#282 James Wrigley – Transcript
James is a Principal at First Financial. He returns to the XY Podcast to discuss the lessons he’s …
Starting your Financial Planning Business: what to do and where to find support with Clayton Daniel – Transcript
In this episode, we have Clayton Daniel who is a former Financial Adviser, author and Managing Director at …
#281 Jonathan Christie – Transcript
Jonathan is the General Manager at Oreana Financial Services. He talks about the culture he brought to Oreana, …
#31 Rudolph Geldenhuys – Transcript
Rudolph is a Certified Financial Planner at Wealthup. He and Louis chat about the balance between the “people …
The New Normal for Income Protection #1 – Transcript
In this first installment we look back on how we got to where we are currently with Individual …
The New Normal for Income Protection #2 – Transcript
In this episode, our panel discusses the new mindset advisers should adopt to move forward as we settle …
The New Normal for Income Protection #3 – Transcript
In this installment we talk about the technical side of Income Protection product profitability, including the five levers …
