The last few years have seen Australian small caps underperform large caps at the index level, making them an anomaly compared to other regions.  But dig deeper and you will find plenty of local small cap active managers who continually outperform benchmarks. In this episode, host James Whelan is joined by Maple Brown Abbott Co-Portfolio Manager, Phillip Hudak, and Morningstar’s Noah Kaplan, to put Australian small caps under the microscope. Our experts discuss the structural drivers...

In this episode, Pat talks with Aaron Breed, Head of Advice at Infinity Financial Consultants. He discusses how Infinity incorporated AI and technology into the practice, including his strategic approach, specific use cases, and insights on change management and team collaboration. Aaron Breed LinkedIn: https://www.linkedin.com/in/aaron-breed/ Infinity Financial Consultants Website: https://www.infinityfc.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ ...

Matt is a Principal and Director at Twomeys. They discuss his entry into the financial planning industry, including his experience with a recent merger, process improvements, and plans for the future growth and development of his team at the firm. Matt Coman LinkedIn: https://www.linkedin.com/in/matthew-coman-cfp%C2%AE-977bba41/ Twomeys Website: https://www.twomeys.com.au/ Growth Masterclass: https://www.advisely.com.au/category/top/blog/advisely-growth-masterclass For more information on...

John is the Founder, Financial Adviser, and Visionary at Thriving Wealth. He and Rocksy discuss his journey from starting in the industry inspired by his cousin, to building a sustainable and impactful financial planning business focused on behavioral coaching and client-centric service. Thriving Wealth Website: https://www.thrivingwealth.com.au/ John Cachia LinkedIn: https://www.linkedin.com/in/johncachia-moneywealthadviser/ Cash Talk Podcast:...

This week, Pat talks with Rob Dawson, Business Development Manager at Myrtec. They discuss the importance of the Essential Eight cybersecurity framework, the differences between malware and ransomware, the significance of comprehensive backups, and the need to foster a positive cybersecurity culture within an organisation. Rob Dawson LinkedIn: https://www.linkedin.com/in/rkdits/ Myrtec Website: https://www.myrtec.com.au/ Patrick Gardner LinkedIn:...

Paul is the Director and Financial Planner at The UK Pension Experts, and is best known as "The UK Pensions Guy". He and James discuss the complexities of transferring UK pensions to Australia, including the regulatory requirements, advice process, timelines, tax implications, and the launch of a new product to help manage UK pension funds for Australians. Paul Nevin LinkedIn: https://www.linkedin.com/in/paulcnevin/ The UK Pension Experts Website: https://theukpensionexperts.com.au/ For...

Charlie is the Executive Chair, Adviser, and Founding Partner at Viola Private Wealth. He and Rocksy discuss how he went from a bank teller to building his own successful private wealth management business, the importance of client selection, valuing advice, and maintaining a strong infrastructure for client continuity. Charlie Viola LinkedIn: https://www.linkedin.com/in/charlieviola/ Viola Private Wealth Website: https://www.violaprivatewealth.com.au/ Visit The Adviser Portal and partner...

In this episode, Pat is joined by Jess Tassell, CMO at Qwilr. They take a look at Qwilr, a proposal and presentation software tool that offers a more visual, interactive, and data-driven approach compared to traditional PDF and PowerPoint-based solutions, with a focus on enhancing the client experience and improving the efficiency of the sales and advisory process. Jess Tassell LinkedIn: https://www.linkedin.com/in/jesstassell/ Qwilr Website: https://qwilr.com/ Speed Dating Campaign:...

Adam is a Risk Strategy Specialist at Zurich. He and James discuss the development and key features of Zurich's "Cost of Care" report, which provides detailed information on the financial impact of various health events to help insurance advisors better understand and communicate the importance of insurance coverage to their clients. Adam Crabbe LinkedIn: https://www.linkedin.com/in/adamcrabbe/ Zurich Website: https://www.zurich.com.au/ "Cost of Care" Report:...

Angus is the Director at Terrabella Wealth. He and Andrew discuss his background in agriculture, his transition into financial advice, his unique approach to working with farming families, his emphasis on ethics and collaboration, and the challenges of scaling his business while maintaining his client-centric philosophy. Angus Stevenson LinkedIn: https://www.linkedin.com/in/angus-stevenson/ Terrabella Wealth Website: https://terrabellawealth.com.au/ Mating in Captivity:...

Host James Whelan welcomes two experts from Blackrock – Head of Investment Strategy for APAC, Thomas Taw, and Head of Intermediary Distribution, James Waterworth – to discuss what 2025 could have in store for investment markets around the world. Our experts navigate their way through all the external trends and events driving global markets, including the US Election outcome, Middle East conflict, Chinese policy stimulus and global interest rate cuts, to make sense of conflicting signals and...

This week, Pat speaks with Madeleine Debney, Co-Founder & CPO at Otto. They discuss the problems Otto aims to solve using AI-powered features like meeting assistants and report generation, and the potential of AI to streamline advisor workflows and improve the client experience. Madeleine Debney LinkedIn: https://www.linkedin.com/in/madeleinedebney/ Otto Finance Website: https://ottofinance.io/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of...

Fran is a Speaker, Wealth Advisor, and Financial Empowerment Advocate who is currently enjoying a mini-retirement. She and James discuss her experience building and selling financial planning businesses, the concept of mini-retirements, and her vision for the future of advice, and the importance of helping clients live fulfilling lives. Fran Hughes LinkedIn: https://www.linkedin.com/in/franhughesfinancialadvisor/ Fran Hughes Website: https://franhughesfp.com/ Learn more about Australia’s...

In this episode, Andrew talks with Daniel Harris, Associate Director at Grimsey Wealth. They discuss his journey into financial advice, his experience at Grimsey Group, and their focus on serving the medical professional market through a collaborative, family-oriented culture and a commitment to innovation and growth. Daniel Harris LinkedIn: https://www.linkedin.com/in/daniel-harris-05a018aa/ Grimsey Wealth Website: https://grimsey.com.au/ Visit The Adviser Portal and partner with Zurich...

In this episode, Pat speaks with Cameron Drury, CEO & Co-Founder at Canwi. Canwi is a user-friendly financial planning tool that aims to make building and sticking to a financial plan easy and engaging through an interactive drag-and-drop interface, real-time projections, and personalised guidance. Cameron Drury LinkedIn: https://www.linkedin.com/in/camerondrury/ Canwi Website: https://www.canwi.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A...

In this episode, Clayton chats with Naz Pochynok and Julien Renard from ASO Wealth. They discuss their journey in founding ASO Wealth, their focus on client-centric advice, the evolution of the financial planning profession, and their vision for the future. Naz Pochynok LinkedIn: https://www.linkedin.com/in/nazar-pochynok-45739536/ Julien Renard LinkedIn: https://www.linkedin.com/in/julien-renard-604a65114/ ASO Wealth Website: https://asowealth.au/ Learn more about Australia’s...

This week, Andrew is joined by Kris Tatt, Partner and GM of Investment Services and SMSF at Strategem. They discuss Strategem's community involvement, flexible work policies, employee development programs, and tech stack as part of its strategy to attract and retain talent and drive future growth. Kris Tatt LinkedIn: https://www.linkedin.com/in/kristopher-tatt-b018b286/ Strategem Website: https://strategem.com.au/ Principals Community: https://principalscommunity.com.au/ Visit The Adviser...

This week, Pat is joined by Kohl Gianoli, Director of Insource Automation and Founder of Scrybd. They discuss the origin and development of Scrybd, an AI powered document generation tool, as well as the automation consulting services provided by Insource Automation, which empowers small businesses to utilise low-code/no-code tools like Power Automate and Power Apps. Kohl Gianoli LinkedIn: https://www.linkedin.com/in/kohl-gianoli/ Scrybd Website: https://www.scrybd.io/ Insource Automation...

Karen is the CEO and Founder of Women Talking Finance and a Certified Money Coach. She and James discuss the benefits of money coaching, and how financial advisors can integrate it into their practice to better understand and support clients' emotional and psychological relationship with money. Karen Eley LinkedIn: https://www.linkedin.com/in/karen-eley-womentalkingfinance/ Women Talking Finance Website: https://www.womentalkingfinance.com.au/ Courses The Money Coaching Institute:...

The well-documented ‘behavioural gap’ refers to the gap between client returns and fund returns, often due to behavioural biases and emotional reactions to market volatility. In this episode, host James Whelan is joined by Chris Hestelow from Contrarian investors Allan Gray, and Bianca Rose from Morningstar, to discuss how this gap widens during times of elevated market volatility. Against the backdrop of the Mind the Gap Report, our panel explores the importance of long-term focus, and how...

In this episode, Pat speaks with Lucy Winship, Head of Strategic Ventures at Wealth Maximiser. They take a look at Wealth Maximiser, a digital financial advice platform that combines technology and individual wealth coaching to make personalised, actionable financial planning accessible and affordable for customers who find traditional financial advice overwhelming. Lucy Winship LinkedIn: https://www.linkedin.com/in/lucy-winship-3335027b/ Wealth Maximiser Website:...

Shannon is a Financial Adviser at Fox & Hare Financial Advice. He and James discuss his recent move to Fox and Hare, which focuses on younger, high-earning clients, and his previous experience in delivering digitised advice at scale. Shannon Freney LinkedIn: https://www.linkedin.com/in/shannon-freney/ Fox & Hare Website: https://foxandhare.com.au/ Learn more about Australia’s high-quality growing companies at https://ensombl.com/go/20241010 Join the Ensombl platform: App Store:...

In this first episode, James is joined by Sam Ruiz, Portfolio Specialist at T. Rowe Price. They discuss the significant influence of artificial intelligence on the stock market, including the concentration and valuation of AI-focused companies, the role of tech giants in AI adoption, and the potential for broader market participation as other sectors and smaller firms leverage AI to drive growth and efficiency. Sam Ruiz LinkedIn: https://www.linkedin.com/in/sam-ruiz-1810bb34/ To learn more...

In this episode, James talks with Iona Dent, Associate Portfolio Manager at T. Rowe Price. They discuss the impact of AI on the stock market, including the concentration and valuation of AI-focused companies, the role of hyperscalers in AI adoption, and the potential for the market to broaden beyond the "MAG 7" as other sectors and smaller companies leverage AI to drive growth and efficiency. Iona Dent LinkedIn: https://www.linkedin.com/in/iona-dent-8b596514/ To learn more about Global...