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We are a financial planning firm located in Melbourne. We are using this podcast as a channel to showcase what we provide to clients and to enlighten listeners in what we could potentially do for them. Like more information contact the office 03 9111 2675
Episodes
Nov 24, 2022
Nov 24, 2022
18 min
In today's podcast, Tony & Jamie discuss the current Quality of Advice Process review by Ms Michelle Levy. They also talk about the current process that advisers need to follow with their clients and how it can be all too confusing at times.
Nov 18, 2022
Nov 18, 2022
12 min
Jordan joins Jamie to discuss how he has found the transition into office life. They discuss the differences, where he draws comparisons, and how he has used specific skillsets learned to be effective in a new role.
Nov 10, 2022
Nov 10, 2022
11 min
Lucy Claxton joins Tony on our first video-recorded podcast to discuss the important role financial planning has when it comes to Aged Care. Lucy, our accredited Aged Care specialist, explains some of the key decisions families need to make when it comes to Aged Care and the impacts these decisions can have on the client, family, and estate.
Oct 19, 2022
Oct 19, 2022
50 min
Jamie & Tony sit down with Dwayne Fernandes, a double amputee, world record-setting, entrepreneur. Dwayne discusses his recent diagnosis of ADHD and how he has used that energy throughout his life to set world records and help those around him. The team discusses Inclusion & Disability and how Dwayne has used his entrepreneurial spirit and expertise to bring his passions to the community.
Oct 13, 2022
Oct 13, 2022
17 min
Vaughan & Jamie discuss the recent fine handed down to Kim Kardashian for unlawfully touting a crypto security and ASIC chair, Joe Longo recent comments where he stated that finfluencers are often “extravagant, misleading and unlicensed”.
Oct 7, 2022
Oct 7, 2022
25 min
Tony and Maria Dimopoulos are joined by an inspirational special guest being Marziyah Razi. Marziyah shares her incredible story, from seeking asylum from Iran, to working full time during school to pay rent, to studying law whilst maintaining full time work. Marziyah's story is one of hard work and hope, and is only just getting started.
Sep 21, 2022
Sep 21, 2022
30 min
Jamie sits down with Chris and Eden to talk about their attempts to change the world. Chris and Eden are the co-founders of impacted. an early-stage start-up that’s trying to flip the way we measure charity work. The boys discuss how two young punks came to work in the charity space, how the charity sector is broken, what impacted. is and where it's going.
Sep 15, 2022
Sep 15, 2022
20 min
With Tony back from his break, Jamie asks about some of his reflections on leadership. Tony discusses leaders that have inspired him throughout his journey and open up about the qualities he has worked on over his career to improve.
Sep 7, 2022
Sep 7, 2022
34 min
Jamie is joined by his close friend Anton Tidmarsh to talk about the industry of Recruitment. With the great resignation occurring during COVID, Anton & Jamie discuss the process of applying for a role, looking through the lens of both the candidate and the company.
Aug 31, 2022
Aug 31, 2022
18 min
Jamie and the team at Kofkin Bond sit down to have some fun. In a Q&A-style podcast, they cover three topics, Rapid Fire, Lifestyle, and Work.