PODCAST EPISODES

Podcast

Estate Planning Mistakes That Could Cost You: What You Need to Know

Host Melody is joined by estate planning lawyer Jacinta to explore the complexities of estate planning and the costly mistakes people often make.
Podcast

From Overwhelmed to Empowered: Building Financial Confidence After Life Changes

Host Belinda is joined by Senior Financial Adviser Melody Edwards to explore the financial challenges women face after divorce or the loss of a partner later in life.
Podcast

Trauma Insurance: Why You Might Need It More Than You Think

Host Jeff sits down with insurance specialist Paul to explore the importance of trauma insurance and why it’s a crucial part of protecting your financial future.
Podcast

Debt Recycling Explained: A Smart Strategy or Risky Move?

Host Jeff sits down with Associate Adviser Jasmyn to break down debt recycling—a powerful but often misunderstood financial strategy. 
Podcast

SMSFs: Are They Right for You? What You Need to Know!

Host Jeff is joined by Financial Adviser Virginia to unpack the ins and outs of Self-Managed Super Funds (SMSFs), one of the most popular wealth-building tools in Australia.
Podcast

Estate Planning Made Simple: Protecting What Matters Most

Host Jeff is joined by Senior Financial Adviser Melody to break down estate planning and why it’s essential for protecting what matters most. They discuss key documents like wills, powers of attorney, and advance care directives, as well as the roles of executors, beneficiaries, and trustees in managing your estate. 
Podcast

From Savings to Strollers: A financial guide to parenthood

Host Jeff is joined by Financial Adviser Ashleigh and Marketing Manager Kate to explore the financial side of parenthood. They discuss how to prepare financially for starting a family, from budgeting for big one-off expenses to understanding maternity leave and government-paid parental leave. 
Podcast

Where to Start? Finding the Right Income Protection for You

Host Jeff is joined by Insurance Specialist Paul to explore the importance of Income Protection insurance and how it can help safeguard your financial future. They discuss what Income Protection is, why it’s essential for maintaining your lifestyle and livelihood, and the key factors to consider when choosing a policy