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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: July, 2022
Jul 31, 2022

This week we cover Amazon, Walmart and Alphabet's reported second quarter earnings, Australian second quarter CPI, Fortescue, and Flight Centre.

This market highlight is proudly brought to you by Milford https://milfordasset.com.au/

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Jul 27, 2022

Dylan is the Director, Principal and Financial Adviser at Feel So Good Wealth Management. He catches up with Clayton to discuss running a "lifestyle" financial planning business, including the impact that COVID has had on the advice world. 

Dylan Martin XY: https://www1.xyadviser.com/members/2210468
Dylan Martin LinkedIn: https://www.linkedin.com/in/dylanmartinfsgwm/
Feel So Good Wealth Management Website: https://www.fsgwm.com.au/

For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.com.au/

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Jul 25, 2022

Ryan is the Founder and Director of Catalyst Wealth Group. He talks with Ben about starting his own business, and some of the biggest lessons he's learned over his six year advice journey.

Ryan Porter LinkedIn: https://www.linkedin.com/in/ryanporter-catalystwealthgroup/
Catalyst Wealth Group Website: https://catalystwealthgroup.com.au/

For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.com.au/

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Jul 24, 2022

This week we cover US Manufacturing PMI, the NAHB housing market index, EU flash PMI's, Australian MFG and Services PMI's, and the start of the US and Australian reporting season.

This market highlight is proudly brought to you by Milford https://milfordasset.com.au/

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Jul 18, 2022

Karen is the CEO and Founder of Women Talking Finance and a Certified Money Coach. She and Ben talk about money mindset and the impacts it has on your financial decisions and spending habits.

Karen Eley LinkedIn: https://www.linkedin.com/in/karen-eley-womentalkingfinance/
Women Talking Finance Website: https://www.womentalkingfinance.com.au/

For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.com.au/

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Jul 17, 2022

This week we cover US CPI, Australian Unemployment, the Reserve Bank of New Zealand cash rate rise, and ANZ's potential acquisition of MYOB and Suncorp.

This market highlight is proudly brought to you by Milford https://milfordasset.com.au/

Join the XY platform:
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Jul 13, 2022

Ange is the Founder of My Goal Squad. She joins Jess to talk about how to set achievable goals for your clients, your staff and yourself.

Ange Ritchie LinkedIn: https://www.linkedin.com/in/angeritchie/
My Goal Squad Website: https://www.mygoalsquad.com/

For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.com.au/

Join the XY platform:
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Jul 11, 2022

Ash is the Head of Financial Advice at CareSuper. He and Ben chat about leveraging technology to enhance the client experience, balancing scalability with affordability, and the best approach to transition new advisers into the industry.

Ash McAuliffe LinkedIn: https://www.linkedin.com/in/ashmcauliffe/
CareSuper Website: https://www.caresuper.com.au/

For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.com.au/

Join the XY platform:
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Jul 10, 2022

This week we cover the potential 2023 recession, the July RBA meeting, the US Federal Reserve minutes, BWX Group, and TPG.

This market highlight is proudly brought to you by Milford https://milfordasset.com.au/

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Jul 6, 2022

Nikki is the Director and Financial Advisor at My Wealth Solutions 2. She talks about starting her advice career as a self-confessed introvert, and her journey to becoming a partner.

Nikki Booth LinkedIn: https://www.linkedin.com/in/nikki-booth-6b3220b3/
My Wealth Solutions Website: https://mywealthsolutions.com.au/

For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.com.au/

Join the XY platform:
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Jul 4, 2022

Scott is the Director and Principal Financial Adviser at Griffin Financial Services. He and Ben chat about the growth and evolution of his business, and the lessons learned during that process.

Scott Dawkins LinkedIn: https://www.linkedin.com/in/scott-dawkins-3a903932/
Griffin Financial Services Website: https://griffinfinancialservices.com.au/

For more information on Perpetual, reach out to our team or follow us on LinkedIn https://www.perpetual.com.au/

Join the XY platform:
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Jul 3, 2022

This week we reflect on the year so far, and cover US personal income, The ISM manufacturing index, CAR, and Collins Foods FY22 results.

This market highlight is proudly brought to you by Milford https://milfordasset.com.au/

Join the XY platform:
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