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XY Adviser

Professional network for financial advisers www.xyadviser.com DISCLAIMER: The XY Adviser podcast and all content contained on XY Adviser is limited to factual information and does not constitute legal, financial or other professional advice. XY Adviser does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, XY Adviser recommends obtaining financial advice from a qualified financial adviser.
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Now displaying: April, 2021
Apr 29, 2021

Rachel is the Principal at Aged Care Gurus and Co Author of "Aged Care, Who Cares?"
She chats with Fraser about the present state of the Aged Care industry, how it’s not sustainable in its current iteration, and the results and developments of the Aged Care Royal Commission.

Rachel Lane LinkedIn: https://www.linkedin.com/in/rachel-lane-2b58b331/
Aged Care Gurus Website: https://agedcaregurus.com.au/

To access Challenger’s thought leadership, insights and tips on retirement planning, head to https://www.challenger.com.au

Join the XY platform:
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Apr 26, 2021

Philip is a Managing Director and Financial Adviser at Hunter Financial. He talks about the Baby Boomer generation entering retirement, and the potential for a “Baby Bust”.

Philip Smith LinkedIn: https://www.linkedin.com/in/psmithhunterfinancial/?originalSubdomain=au
Hunter Financial Website: https://www.hunterfinancial.com.au/

To access Challenger’s thought leadership, insights and tips on retirement planning, head to https://www.challenger.com.au

Join the XY platform:
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Google Play: http://co.xyadviser.com/xygplay
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General Disclaimer – https://www.xyadviser.com/disclaimer/

Apr 21, 2021

Sheena is the Managing Director at AdviceLink – a service which communicates with Centrelink on behalf of advisers and their clients. Sheena talks about the services AdviceLink provides, the main being to navigate Centrelink’s complex systems and processes, finding out what payments clients are entitled to, as well as avoiding overpayment and the potential for “Robodebt”.

Sheena Stow-Smith XY: https://www1.xyadviser.com/members/4266566
AdviceLink Website: https://www.advicelinkservices.com/

To access Challenger’s thought leadership, insights and tips on retirement planning, head to https://www.challenger.com.au

Join the XY platform:
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General Disclaimer – https://www.xyadviser.com/disclaimer/

Apr 19, 2021

Noel is one of Australia's most successful authors and one of the world’s foremost authorities on personal finance. He and Fraser initially discuss the changing retirement system as a result of the retirement income review and the Aged Care Royal Commission.

Noel Whittaker LinkedIn: https://www.linkedin.com/in/noel-whittaker-a572221/
Noel Whittaker Website: https://www.noelwhittaker.com.au/about/about-noel/

To access Challenger’s thought leadership, insights and tips on retirement planning, head to https://www.challenger.com.au

Join the XY platform:
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General Disclaimer – https://www.xyadviser.com/disclaimer/

Apr 14, 2021

Nicola is a CFP and a Senior Financial Adviser and Confidante at FMD Financial. She talks with Fraser about clients entering the pre-retirement space for the first time, and the trigger events that can lead them there.

Nicola Beswick XY: https://www1.xyadviser.com/members/4491332
Nicola Beswick Website: https://www.nicolabeswick.com/

To access Challenger’s thought leadership, insights and tips on retirement planning, head to https://www.challenger.com.au

Join the XY platform:
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General Disclaimer – https://www.xyadviser.com/disclaimer/

Apr 12, 2021

Jason is the Head of APAC at CoreData Group. He joins Fraser to share insights from "The Best Possible Retirement" Research, exploring the satisfaction people feel in retirement and what's driving it.

Jason Andriessen LinkedIn: linkedin.com/in/jasonandriessen
CoreData Website: https://www.coredata.com.au/

To access Challenger’s thought leadership, insights and tips on retirement planning, head to https://www.challenger.com.au/.com.au

Join the XY platform:
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Apr 7, 2021

Gayle is a Strategic Financial Advisor and Accredited Aged Care Specialist at Prosperity Planning Partners. She and Fraser discuss helping long term employees’ transition into retirement through changing their mindset.

Gayle McKew LinkedIn: https://www.linkedin.com/in/strategic-financial-advice-age-care-specialist-gaylemckew/
Prosperity Planning Website: https://prosperityplanning.com.au/

To access Challenger’s thought leadership, insights and tips on retirement planning, head to https://www.challenger.com.au

Join the XY platform:
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Google Play: http://co.xyadviser.com/xygplay
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General Disclaimer – https://www.xyadviser.com/disclaimer/

Apr 5, 2021

Martin is the CEO and a Financial Advice Specialist at Financial Edge Group. He kicks off the series by discussing his tips for helping clients transistion smoothly into retirement.

Martin McGrath XY: https://www1.xyadviser.com/members/2533593
Financial Edge Group Website: https://www.financialedgegroup.com.au/

To access Challenger’s thought leadership, insights and tips on retirement planning, head to https://www.challenger.com.au

Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

General Disclaimer – https://www.xyadviser.com/disclaimer/

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